1647 Preston Place
"The leading investment counsel firms make no claims to being brilliant; they do pride themselves on being careful, conservative, and competent. Their primary aim is to preserve the principal value over the years and produce a conservatively acceptable rate of income. Any accomplishment beyond that - and they do strive to better the goal -they regard in the nature of extra service rendered. Perhaps their chief value to their clients lies in shielding them from costly mistakes"
—Benjamin Graham, The Intelligent Investor, 1949
Securities Management & Research, Inc. and BFC Planning, Inc. disclosure documents.