Principled Investments is a Registered Investment Advisor in California which provides investment management services to both individuals and institutions. We are known for our integrity, business experience, and value-focused, research-driven investment approach. We subscribe to the philosophies of Ben Graham and Warren Buffett in believing that over time, a value-based investment strategy will outperform an aggressive growth approach. We apply bottoms-up, fundamental analysis in securities selection and are focused on creating portfolios of investments with superior risk/return ratios – that is, low risk characteristics coupled with appreciation potential. We put an emphasis on strong balance sheets -- companies that are well capitalized with low debt and significant tangible book value as a percentage of share price. We believe this sets a floor on stock prices and lowers risk. Qualified investments must also be priced such that earnings and cash flow represent strong returns as a percentage of stock price.

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Principled Investments
150 Amigo Road
Soquel, CA 95073-9509
(831) 475-3078
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Thank you,

Marc Bocciardi
Portfolio Manager