Our Services
Investment Management
Long-term, value-focused portfolio management. We buy quality assets at the right price and hold with discipline.
Financial Planning
Comprehensive planning for individuals and families navigating wealth accumulation, transitions, and retirement.
Tax Planning
Building tax-efficient portfolios and preserving wealth for clients navigating the financial complexity of life's most significant transitions.
Retirement Planning
Building income strategies and protecting wealth for clients approaching or in retirement.
Life Transitions
Whether navigating the loss of a spouse or managing a significant inheritance, we help clients make clear, confident financial decisions during life's most complex moments.
The Experience Behind Every Decision
Deep Fork brings an uncommon depth of academic and professional credentials to investment management, combining rigorous financial analysis, comprehensive planning expertise, and advanced academic training. Our approach is built on decades of experience managing complex portfolios and navigating real market cycles, not just theory.
25+ Years of Experience
Chartered Financial Analyst
Certified Financial Planner
Master of Business Administration
PhD Coursework in
Financial Planning
Our firm includes Investment Adviser Representatives with advanced professional certifications, reflecting a depth of experience and technical knowledge that supports the advice we provide to clients.
How We Invest
Our approach is rooted in time-tested principles, combining rigorous fundamental analysis with a deep understanding of market psychology. We focus on protecting and growing your capital by acting rationally when others act emotionally.
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Value Focus
We buy quality assets on sale and sell them when they are expensive. "The intelligent investor is a realist who sells to optimists and buys from pessimists," says Ben Graham.
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Time Arbitrage
Wall Street is not a patient place. We use this to our advantage and get paid to wait. We use time to resolve temporary market issues that others lack the patience for.
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Discipline Over Emotion
Wall Street hates companies that disappoint, and quickly sell shares of companies that hit a bump in the road. Most of the time, this is either a short-term blip or a perceived danger, that may not come to fruition. We exploit the market's fear and impatience induced-selling, buying assets sold below their true worth often.
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Know Our Limits
We invest only within our circle of competence, what we understand well, avoiding speculative risk. If we don't feel we know the situation, we avoid it.
Our Values
Relationship Focused
We love the clients with whom we work. We prioritize you and respect you, listening to your input and valuing the trust that you have placed in us.
His Provision
Deep Fork is an investment firm founded on faith. We believe that God owns all, and the wealth we have is really His. It is in our hands for a time so that we may use it for His Glory. "The earth is the LORD’s, and everything in it. The world and all its people belong to him." Psalm 24:1 NLT
