THE KEYS TO SUCCESS
Research
Relationships
Results
Serving High Net Worth Private Clients and Institutional Platforms
PUTTING YOUR PORTFOLIO FIRST
Princeton Capital Management delivers portfolio solutions that help give our clients peace of mind.
Research
“Research is the key to success in actively managing a client’s portfolio. Our forward-thinking investment approach anticipates innovation, disruption and change.”
–Al Berkeley, Chairman
- Intellectual capital is our strength
- Senior portfolio management team averages 30+ years of experience
- Risk management is a top priority
- Conduct in-depth research on capital markets and individual securities
Relationships
“Our clients’ interests always come first, and we listen carefully to understand your unique circumstances.”
–Joe Cajigal, CEO
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Build an enduring relationship with a trusted advisor who provides you with peace of mind
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Customized portfolio construction to meet specific needs
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“Family office”-type personalized service quality
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Timely and informative updates
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Firm legacy of client retention
Results
“How our client defines success is our benchmark. While absolute performance metrics are important, the client experience and delivering successful outcomes really matters the most.”
–Hugh Fitzpatrick, President
- Track record of past success
- Designed to deliver high risk-adjusted returns
- Client interests always come first
- A highly-satisfied clientele drives our referral growth
“Wisdom never goes out of style.”
– James Fitzpatrick, Founder (1923 – 2016)
Why Choose Princeton Capital
Customized comprehensive portfolio management
Proprietary research
and analysis
Tax
efficiency
Outcomes: have the money you need – when you need it
An experienced
team of portfolio
managers
Access to
your advisor
A fiduciary commitment to act in your best interests
Culture
of integrity
PUTTING YOUR PORTFOLIO FIRST
Princeton Capital Management conducts in-depth research on capital markets and individual securities to build a portfolio that meets each client’s specific goals.
Experienced Investment Team
- 7-person investment team – averaging 30+ years of experience
- A separate account equity portfolio manager
- Veteran portfolio managers and analysts with deep industry experience
- Insight gained from experience, skill, and focus
- Clear and consistent investment philosophy
- Clearly defined decision-making process
- Transparent
- Complete access to portfolio managers
- Invested in the strategies we manage
Core Strengths
- Independent, SEC-registered investment boutique firm with origins in 1988
- A partnership culture, employee-owned
- Demonstrated value add
- Thematic and fundamental investment approach
FIRM PROFILE
Time-Tested Investment Strategies
“Risk is inversely related to diligence,
knowledge, and understanding.”
– James Fitzpatrick, Founder (1923 – 2016)
What Makes
Princeton Capital
Different and Better
Forward Looking
Focus on change reflected in our view of tomorrow
“Smart” Targets
Dynamic growth companies that are innovative, disruptive or scientifically advanced
Risk Managed
Optimal portfolio diversification benefit
Organizational Stability
Investment team has worked closely with one
another for decades
HNW Private Client Investment Strategies
PROTECTION, INCOME AND DIVERSIFICATION FOR YOUR PORTFOLIO
Portfolio construction designed to meet each client’s specific goals
Portfolio adjusts to changing market, fiscal and geo-political conditions or your circumstances
Institutional Platform
Core Equity
Enhanced risk-adjusted rates of return
Outperformance vs. market benchmark over a market cycle
Investor profile
Wealth preservation focused, conservative equity investment strategy
Universe
Liquid US equities:
Emphasis on large-to-mid cap companies with limited enterprise risk
A blend of growth and dividend paying equities
Cash and equivalents employed for tactical purposes
Critical stock selection factor
Conservative valuation relative to perceived opportunity
Growth Equity
Superior, long-term returns by investing in primarily US companies with significant prospects for growth
Investor profile
An unconstrained, all-cap strategy that seeks superior long-term returns with less concern for short-term volatility
Universe
US equities:
Innovative companies that are both well managed and well positioned to leverage secular demand trends
Established companies as well as fast growing, young and dynamic businesses
Broad definition of growth: revenue, cash flow and/or earnings
No market capitalization or industry bias
Critical stock selection factor
Sustainability of growth attributes