Building Your Wealth, One Thoughtful Step At A Time
Long-term success isn’t about a few quick wins. It comes from discipline, patience and thoughtful decisions over time. At Value87 Investment Partners, we work alongside you to create a personalized foundation, carefully aligning each element to support your long-term goals and bring clarity to your overall financial picture.
A Familiar Team
Our experienced team is led by:
John Buckingham
Co-Founder, Executive Director – Investments
Jason Clark, CFA
Co-Founder, Executive Director – Wealth
Christopher Quigley, CFA
Co-Founder, Executive Director – Strategy
What is Value?
Value isn’t just a style or a number. It’s the lens through which we view every decision.
Our roots trace back to the 1970s, when we began publishing a newsletter chronicling the challenges and rewards of Value investing. To us, a Value stock represents a company trading below its true worth, offering the potential for long-term growth as that upside is ultimately recognized.
Over decades, we’ve learned that successful investing requires patience, discipline and a long-term perspective. Markets are complex and navigating them can be overwhelming. We endeavor to add Value by managing that complexity, positioning your investments thoughtfully to support your long-term goals.
But Value extends beyond portfolios and performance. It’s reflected in the partnership we build with you, serving as your financial quarterback, collaborating with your team and keeping your long-term objectives at the center of every decision. Each piece of your financial picture is carefully considered so your plan works in harmony.
We would be honored to bring our experience and perspective to your financial journey, helping you make confident decisions to build a stronger financial future.
Value-Driven Opportunities
In addition to partnering with you to manage your wealth, we offer services that provide comprehensive support for your financial life. From retirement and estate planning to advising on insurance and taxes, we work to understand the full picture. We ask questions and listen carefully. We take great pride in working alongside you to create tailored financial solutions that support your pursuit of long-term goals.