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Our Owner, David Wertz is Retiring so we are no longer taking clients
Successful Value Investing Around the World
Value Investing, which has been made famous by the world's most successful investor, Warren Buffet, is a proven methodology that produces higher returns with reduced risk. It achieves these results because it focuses on buying investments at a price low enough that you can get a good return no matter what the market does. By investing around the world and not just in the US we further reduce risk because our investment results are not dependent on what happens in just one country.
Finding good Value Investments is hard. At Princeton Value we do two things to expand the number of possible investments -- which increases our chances of finding the rare good one -- that most investors overlook.
Who We Are
We are lead by David H. Wertz, Ph.D. who has an exceptional 30 year investment success record. (See the recommendation below.) For example, his IRA are up over 400% since 2000 while the stock market is up only about 60%.
from an accountant who sees many clients' financial planning and investment results for Princeton Value Advisors' Dr. Wertz:
"I have had the opportunity to work with you for approximately 23 years. You have always possessed the uncanny ability to identify undervalued companies, both in the U.S. and overseas that have turned into very strong companies. You have continued to make excellent stock selections that when sold, have had very strong capital gains."
"I would without hesitation highly recommend you as an advisor for any client that I currently have at our firm."
B. Gilchrist, CPA, MSTX
The Advantages of Princeton Value
Our investment success is based on
Individual advice We fit our advice to your values, goals and circumstances
Fee Only Advisor This means that we take no commissions on the products that we recommend. This makes us objective partners in your success guided solely by your goals.