BasicValue Asset Management Inc.

BasicValue Asset Management serves a small, primarily individual client base and a limited number of institutional retirement and pension plans, providing discretionary portfolio management and the design and monitoring of self-directed 401(k) and profit‑sharing plan menus. The firm manages roughly $38.7 million across 14 client relationships and is compensated exclusively by an investment management fee deducted from client accounts.

The firm follows a value‑oriented, long‑only buy‑and‑hold approach and constructs customized, diversified portfolios across asset classes, individual securities, mutual funds, ETFs and ETNs. It uses independent research and modern portfolio tools to select investments (seeking the least expensive mutual fund share classes available), avoids short‑term trading and does not accept soft‑dollar arrangements.

As a single‑advisor, owner‑operated firm with longstanding tenure and an owner who holds an MBA from The Wharton School, the principal performs all account reviews and directly implements client strategies, concentrating decision‑making and oversight. Unlike many peers, BasicValue does not provide fee‑based financial planning or sell insurance or securities products, does not charge performance fees or participate in wrap programs, and does not vote client proxies (clients receive proxy materials directly).