Client Logins:

• Client Investment Management Portal
• Client Financial Planning Portal
• Charles Schwab
• TD Ameritrade Institutional
• Interactive Brokers LLC
• Allianz Life
• Ameritas Direct
• MassMutual Ascend
• Oregon 529 College Savings Plan
• Utah my529 Educational Savings Plan

Boz & Co. LLC's ADV Part 2 Brochure:

• Investment Adviser's Brochure on Form ADV Part 2 including Privacy Policy

Boz & Company LLC manages investment portfolios for individuals and businesses based on the value investing principles of Graham and Buffett. We focus on identifying high quality, publicly-traded businesses selling at depressed multiples, and on occasion, lower quality businesses that Warren Buffett might refer to as "cigar butts" and Bruce Greenwald as "cheap-and-ugly."

Our purpose is to accumulate capital gains over the long-run for our partners through disciplined selection of publicly-traded businesses selling at a substantial discount ("margin of safety") to intrinsic value. We believe that our longer term investment horizon and focus on value are important competitive advantages.

To contact us, please send correspondence to Todd C. Meier, CFA:

• Boz & Company LLC
  P.O. Box 56634
  Portland, OR 97220


• Phone: (360) 859-1150

Boz & Company LLC is an investment adviser registered in Oregon and Washington. We may transact business only in states where we are appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Additional information about Boz & Company LLC (CRD# 167851) is available on the SEC’s website at www.adviserinfo.sec.gov.

Last Updated: March 31, 2024