Leadership

I’m Chris Baviello. Here’s what I believe. 

 

I believe in the power of conversation. 

There is no one-size-fits-all approach. There is no silver bullet. Every one of my clients is different. That’s why listening and two-way dialogue are so crucial. What does the next year look like for you? The next five years? The next twenty? How have things changed? Why? Answers to these questions (and many others) have a profound influence on the recommendations I make. It all starts with a conversation. And if I’m doing my job, that conversation never stops. 

 

I believe in quality over quantity

Contrary to what many believe and often recommend, I’ve found that most of my clients’ financial goals can be addressed with a few highly selective, cost-efficient investment strategies. My process for finding and selecting the right options is intricate, but the result is often a simple mix that aligns with the client’s level of risk and investment characteristics. 

 

My “less can be more” philosophy is one of the reasons I’m such a proponent of the Selective Value Strategy

 

I believe in exhaustive research and non-stop evaluation.

I regularly spend many hours researching a single company before I invest in it. Research is my passion. I love to do it but, more importantly, I need to do it. How else can I be sure that each prospective company—and the resulting combination of companies—will offer the best opportunity to provide the long-term outcome you are looking for? Simply put: My research and analysis are rigorous. My on-going assessment of both the big picture and the small picture is relentless.     

 

I believe experience is important, but results are what matters. 

I’m a graduate of the McIntire School of Business at the University of Virginia. Prior to starting Baviello Investment Management, I served as an analyst at multiple firms evaluating and valuing companies, and as a financial advisor at Janney and Merrill Lynch Wealth Management. 

 

Yet, at the end of the day, my clients work with me not because of where I’ve been or what titles I’ve held. They do so because they trust in my ability to give them the advice and investment recommendations necessary to help with their long-term goals. If you agree, let’s talk about how I can help you in the same way.