BASICVALUE ASSET MANAGEMENT INC.

Overview

Basicvalue Asset Management Inc. is a small, owner-operated advisory firm focused on fee-based portfolio management for individual and family clients and small businesses. The firm runs discretionary accounts and favors equities as its primary allocation, using exchange-traded instruments for a sizable portion of client portfolios. Its business model centers on personalized account management rather than large-scale institutional or multi-state distribution: it is not a multi-state adviser, does not act as a capital allocator to outside alternative managers, and does not position itself as an ESG-driven manager. Advisory services are delivered through separately managed account structures and similar discretionary mandates, with the firm charging a percentage-of-AUM fee. Client relationships are concentrated and bespoke, which supports active stock selection and ETF-based core exposures tailored to each household or small business.

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Public Holdings

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Location & Offices