Dave Wertz's extensive financial knowledge, successes at picking individual investments, and knowing when certain kinds of assets should be avoided allows him to create the portfolio that best fits your goals and priorities.

Dave Wertz is extremely proud of his exceptional 30 year investment success record. For example, since 2000 his IRAs, after deducting contributions, are up 370% while the market is down 10%. His investment results are the result of his successful applications of the principles of Value Investing.

In addition to this real world investment success, Dave Wertz's success at passing both the Certified Financial Planner (CFP) exam and all three CFA^tm exams shows that he has an exceptional knowledge of financial products and investment methodology.

Dave Wertz isn't just good at selecting individual stocks. He has also successfully used the principles of Value Investing to know when an entire asset class should be avoided. For example, since 1998 he has been telling everyone that the broad stock market's price was much higher than its value and to pull money from stock funds and put it in bond funds. He was right. In the last 10 years, the stock market and virtually all stock funds performed as badly as in the depression years of the 1930s while bond funds produced a good return.

Tailoring your portfolio to your goals and priorities

• Many people have responded to instability of the financial markets by deciding that they want a portfolio that has minimum risks. We can create such a portfolio if that is what is appropriate for you
• Other people are willing to take carefully considered risks with at least part of their savings, as long as there is a substantial chance of producing a good return. Dave Wertz's long term investment success, even over the last 10 years when the market was down, shows that we can create a portfolio that achieves this goal.
• Finally, if you are a new investor not quite sure what the risks or opportunities are, we will take the time to explain in detail the options you have and their pros and cons. Because we are fee-only advisors, the advice we give will be unbiased.

Let's Get Started Planning Your Financial Success

Call (609) 683-8005 or email Dr. Wertz at dwertz@PrincetonValue.com today. Your initial consultation is free and without obligation.