Firm's ADV Part 2 Brochure:

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 Meier, CFA:

Boz & Company LLC is an investment adviser registered in Oregon and Washington. We may not transact business in states where we are not 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

Last Updated: May 2, 2018