Joshua’s approach to investing consists
of a three-layered process.

Every layer is critical.



Understanding Economic & Market Trends

Economic and market trends are researched and analyzed. The conclusions underpin the strategies for all subsequent investment decisions.


Focused Investments

Industries and companies are researched and analyzed to select specific securities for client portfolios.


Portfolio Construction

True Vine Investments’ proprietary stock evaluation model which incorporates economic cycles is used to determine the weighting of securities in portfolios. The model includes inputs from the first two layers of the investment process.



What Does All This Lead Too?




... an authentic investment process that truly stands out.