Keene & Dorchak is an SEC-registered investment advisory firm located in Fort Worth, Texas. Founded in 1994, we provide fee-only portfolio management services to individuals and institutions using a disciplined, value-based investment philosophy.
Our goal is to help each investor achieve their unique investment objectives while providing the highest level of client service, which we broadly define as accountability, reliability, responsiveness, and commitment.
One of the cornerstones of our investment approach is the thorough understanding of your financial objectives. After those objectives have been identified, we select the mix of stocks and bonds that we believe offers the highest likelihood of meeting your return expectations and your risk tolerance.
At Keene & Dorchak, we endorse value as our investment philosophy. We invest in companies that appear to be undervalued in relation to earnings, cash flow, revenues, or corporate assets. Our research process is designed to lead us to purchase the stocks of companies that are temporarily out of favor or neglected. As value investors, we strongly believe our approach offers the best opportunity to earn above-average returns with below-average levels of risk.