"An investment in knowledge pays the best interest." - Benjamin Franklin





Steve Cook received his education in investments from Harvard, where he earned an MBA, New York University, where he did post graduate work in economics and financial analysis and the CFA Institute, where he earned the Chartered Financial Analysts designation in 1973. His 46 years of investment experience includes institutional portfolio management at Scudder. Stevens and Clark, Bear Stearns, managing a risk arbitrage hedge fund and an investment banking boutique specializing in funding second stage private companies. Through his involvement with Investing for Survival and Seeking Alpha, Steve hopes that his experience can help other investors build their wealth while avoiding tough lessons that he learned the hard way.

Our Objectives

  • 1.

    Grow investor annual income by building portfolios made up of the stocks of high quality companies that raise their dividends on a consistent basis 

  • 2.

    Utilizing our proprietary Valuation Model to implement pricing discipline that recommends buying stocks only at their historic absolute and relative low valuation and selling stocks at their historic absolute and relative high valuation.