Adams Financial Concepts LLC
Adams Financial Concepts was formed in 2005 to manage stock and bond portfolios for clients seeking to create and preserve wealth. Using his own approach to security management, Mike has developed his own style, which combines a bottoms-up approach with economic overtones. It values stock and bond portfolios, based on relative reward/risk criteria. He tends to concentrate in fewer positions, rather than a wide, diversified portfolio. It’s an approach similar to the Buffett philosophy of “putting all your eggs in one basket and watching the basket”, but also combines the perspective of game theory. Recognizing that volatility increases with fewer positions, Adams also runs portfolios based on the Sharpe-Fisher studies.