INVESTING WITH US

Why Henry Armstrong Associates?

  • We are a stable company with a long performance track record.
  • We maintain a consistent focus and style based on logic and a coherent philosophy.
  • Henry Armstrong personnel are high-grade people with excellent training and experience.
  • We possess independent judgement; we are not part of a large institution.
  • We deal exclusively with reliable and financially strong custodians.
  • Henry Armstrong is able to give close attention to each client — we do not have, or desire, thousands of accounts. Every account is very important to us.

Fees:

  • Our moderate fee schedule (1% annually of asset value) is lower than the fees of many advisors and mutual funds.
  • Formal investment reviews are prepared quarterly. Billing is done quarterly in advance based on market value of portfolio.
  • Our interests are parallel with our client’s interests, since our compensation increases only when our client’s account value increases (rather than on some other basis, like trading activity).
  • Minimum investment: $2 million.