Kurt Pedersen

Portfolio management that gets you closer to your goals

For all the complexities of the capital markets, smart investing really comes down to attention to detail. It’s about being engaged and curious. That’s what draws us to investment management — we’re interested in the way the markets move, we thrive off uncovering unconventional opportunities and digging into company details in order to help our clients take advantage of the right opportunities along the way to achieving their long-term goals. That endless search for opportunities drives us each and every day. 

Our client base of entrepreneurs and high net worth professionals understands that endless pursuit. Often they have an interest in the markets too. They know we value their ideas. They also know where the gaps in their knowledge lie and they trust us to move on opportunities with their best interest in mind. They trust our deep knowledge of the markets gathered over the past 25 years. And they trust in our ability to keep them informed in a way that fits their needs. 

An intuitive, detail-oriented approach to investing is what earns us our clients. How our clients’ portfolios and comprehensive wealth planning helps them achieve their goals is what defines us.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

21 November 2022
Morphing market
View article

 

14 November 2022
Kapow!
View article

 

Investor Strategy

November 2022
Road not taken
View article

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

View article