Entities

Mead Capital Management

Mead Capital Management is a registered investment advisor that manages private accounts through the careful selection of a small number of competitively advantaged companies purchased on the basis of sound business principles and stewarded with an even temperament. Client portfolios are generally limited to ten to fifteen businesses, with the top five representing the majority of the portfolio.

Using separately managed accounts to hold client assets has several benefits: 

  • Peace of mind - You own your account and only provide Mead with a revocable and limited power of attorney to trade on your behalf. 
  • Transparency - You can look at your account at any time.
  • Insulation from other investors - You own your own cost basis and cannot be forced to pay unnecessary taxes due to the actions of other clients.