GOFEN & GLOSSBERG LLC

Methods of Analysis, Investment Strategies and Risk of Loss


Gofen and Glossberg offers advice on the following types of investments:

 Exchange-Traded Equities
 Over the Counter Equities
 Foreign Issuers
 Warrants
 Corporate Bonds
 Commercial Paper
 Certificates of Deposit [CD]
 Municipal Bonds
 Mutual Funds
 Annuities
 U.S. Government securities
 Securities Options
 Investment Partnerships [typically real estate, retailing, financial services, venture capital]
 Private Placements





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INVESTMENT SELECTION

Equities
We prefer to buy and own high quality, growing companies with distinctive franchises.
Our objective is to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. We typically have a low turnover of stocks in a portfolio, ...
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