Permanent Equity Management

315 N Tenth St.
Columbia, MO 65201

Website: permanentequity.com

Firm Size

• Assets Under Management (AUM):$401 Million
• Number of Funds:3
• Employees:18
• Firm Type:Private Equity
• Focus Areas: Services
  

Description

Permanent Equity Management, located in Columbia, Missouri, is an investment management firm that specializes in long-term investment strategies. The firm offers a range of investment services, including equity management, portfolio construction, and financial planning. As a firm that focuses on permanent capital, Permanent Equity Management aims to preserve and grow clients’ wealth over the long term. They take a patient approach to investing, tending to hold investments for extended periods rather than engaging in frequent trading. The investment philosophy of Permanent Equity Management centers on fundamental analysis and value investing. The firm seeks to identify fundamentally strong companies that are undervalued by the market, with a focus on businesses with sustainable competitive advantages. By conducting thorough research and analysis, the firm aims to build a portfolio of high-quality, undervalued investments. In addition to equity management, Permanent Equity Management provides personalized financial planning services. They work closely with clients to develop customized financial plans that align with their goals and risk tolerance. This includes assessing financial situations, creating investment strategies, and offering guidance on wealth preservation and transfer strategies. At Permanent Equity Management, client relationships are highly valued, and the firm strives to provide a high level of customer service. They aim to maintain open and transparent communication with clients, keeping them informed about their investments and market conditions. The firm also places importance on educating clients about investment strategies and the principles behind their approach. Overall, with their focus on long-term investing, fundamental analysis, and personalized financial planning, Permanent Equity Management aims to help clients achieve their financial goals while preserving their capital in the Columbia, Missouri area.