Value Proposition

Due to our unique business model, Poehling Capital Management’s Value Proposition is a dynamic mix of six value-adding characteristics that create profound synergies for our clients. Together, these characteristics enable us to provide investment advisory and planning services in a cost-effective and tax efficient manner.

The wealth management aspect of our business seeks to accumulate, as well as preserve the wealth of our clients.

Independent research and thought are the cornerstone of our investment philosophy.

Tax Efficiency is crucial to our goal of achieving attractive, after-tax investment returns.

Transparency is created through our system of comprehensive reporting and our belief in performance clarity.

Expenses are minimized through average low investment turnover and in-house management.

Fee-only advisory services result in an alignment of our interests with those of our clients.