Base Management Co

BASE Management Company provides discretionary investment supervisory services to U.S. entities, including individuals, trusts, charitable organizations and corporations. The firm focuses on actively managed equity portfolios and also offers consultative, non-discretionary work billed on an hourly basis when appropriate.

BASE’s investment approach is value-oriented and price-sensitive: it seeks opportunities where market sentiment appears overly negative, purchases based on fundamental analysis at attractive prices, and attempts to capture subsequent price trends while using technical factors for sales. Portfolios are diversified by investment concept (growth, value, turnaround, momentum, workout) and managed with a probabilistic view of risk, favoring individual securities over mutual funds in most accounts.

Compared with many peers, BASE explicitly accepts corporate and charitable clients and can act in fiduciary roles such as trustee or personal representative, and it provides quarterly full accountings and informal reporting tied to its ongoing supervisory relationship. The firm describes a long-established practice (operating since 1986) with its investment philosophy and trading processes driven by the firm’s principal, and it does not participate in wrap programs or charge performance-based fees.