Why Todd Asset Management?
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Our latest Chart of Interest, The Sun Rises in the East (Part 1)
101 South 5th St.
Louisville, KY 40202
Todd Asset Management, a Louisville, KY-based investment advisor, is a team-oriented firm with a long history of experienced, performance-driven management and long-term client partnerships.
We bring a unique array of variables to the table for our clients:
- Firm is majority employee-owned: The firm's employees hold an 83% equity stake, with over 60% held directly by our portfolio management team. In addition to our portfolio managers having equity stakes in the company and personal investments in our products, our employee incentives are based on the success of the firm.
- Price/Intrinsic Value philosophy and process are time-tested: Consistent dedication to the P/IV philosophy has enabled Todd Asset Management to consistently deliver tailored client solutions, regardless of changing and challenging environments. While we have tailored the process to fit the needs of our different strategies, the P/IV philosophy has remained unchanged since being introduced in 1986.
- Team averages nearly three decades of portfolio management experience: Our senior portfolio management team has been involved in the industry an average of nearly 30 years. Each member has a strong research background, and all senior portfolio managers have a personal equity stake in the success of the firm.
- Client partnerships are lengthy, our longest enduring more than 40 years: Our diligent, team approach to client service and product performance has fostered client partnerships that have endured. We are committed to courteous and consistent communications, high ethical standards and outstanding client service. Our clients are our greatest asset and our portfolio managers welcome phone calls, meetings and invite you to our office.
We welcome you to reach out to a member of our marketing team or one of our portfolio managers to discuss your investment needs.