Poehling Capital Management Services

Poehling Capital Management is primarily a private money management firm. In addition to this service, we also provide financial and estate planning services to individuals. By offering these three services, tailored to each client's specific situation, we are able to simultaneously assist our clients with the accumulation and preservation of their wealth.

Investment portfolios are individually customized using a contrarian investment strategy focused on the minimization of downside risk. A strong emphasis is placed on the education of our investor base as we feel it is a vital component to achieving long-term investment success.

Through an open dialogue with our clients, planning strategies are constructed to facilitate the attainment of wealth accumulation goals. The planning process is a dynamic one, which is ever evolving, in order to address the various life event changes that present themselves.

A collaborative strategic planning effort exists with our client's other professional advisors (i.e. attorney, accountant) to assist in the preservation of wealth. The identification of potential risk exposures provides the foundation upon which the wealth preservation strategies are built.