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Our stewardship principles

Below are the stewardship principles that guide us when making key decisions regarding how our clients’ assets are invested. 


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Prioritize long-term value creation

Our clients trust us to oversee and manage their wealth for the long term. The best strategy for good results is to stay invested including through times of market volatility. We believe trying to time the market over the short term leads to sub-optimal long-term outcomes. 


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Asset allocation is critical

We believe that asset allocation is the main driver of long-term returns and that it is intimately tied to the investor’s profile. When appropriate, we include non-traditional asset classes in our investment strategy. We believe that this allows us to build better portfolios for our clients in terms of risk-return opportunities.


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Risk management 

Risk management is an essential part of our work. Each client has a different risk tolerance that should be reflected in the construction of their portfolio. For us, the key to mitigating risk is to build well-diversified portfolios across asset classes, investment styles, sectors, geographic regions, and market capitalization sizes. We seek to build portfolios with sources of return that demonstrate low correlation to one another.


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Investing in a sustainable future

More and more, investors are concerned about environmental, social and governance issues. We believe that integrating responsible investing in the portfolio construction process contributes to build long-lasting wealth.