Fields Gottscho Capital Management LLC

Fields Gottscho Capital Management, LLC, established in 2005, is an independent registered investment management firm owned by Chris Gottscho. The firm acts as a fiduciary, offering investment management services with two management styles: "Growth" and "Growth and Income." Clients have the option to place reasonable restrictions on their investments. As of December 31, 2024, the firm managed approximately $324 million in discretionary accounts. Fields Gottscho charges a one percent annual advisory fee based on assets under management, with fees discounted or waived under certain circumstances. The firm primarily invests in common stocks and uses fundamental, technical, and cyclical analysis. Clients may have portfolios with a mix of investments, including stocks, bonds, and cash. Fields Gottscho follows a "buy and hold" strategy but may engage in trading, short sales, and margin transactions when suitable for the client's risk tolerance. The firm serves individuals, pension plans, trusts, and corporations, with a minimum account requirement of $500,000. Clients are responsible for voting proxies and may request advice from Fields Gottscho. The firm does not vote proxies on behalf of clients.