Newsletter - Closing 2020

Please read our closing newsletter for 2020 by clicking the link below. It includes:


  • Our new interactive financial planning software and collaborative online method of engagement.
  • Managed account results month-to-date to the end of November.
  • A discussion of the investment environment.
  • Some detail on managed account asset allocation and sector allocation of equity investments.
  • A discussion of the advantages of discretionary management for you and those you might refer to us.

Please don't hesitate to contact me if you have any questions or would like to discuss.


Merry Christmas!

Click Here - Newsletter - Closing 2020