Our approach

Strong client relationships. Excellent service.

Our clients’ trust in us is our most valuable asset. Although we offer discretionary portfolio management, it’s the relationships we’ve created with our clients that has allowed us to build our business this way. We foster those relationships through openness and honesty — we are always happy to discuss individual holdings and our market outlook, and we keep clients informed with a quarterly review of performance and ongoing market updates. 

In addition to transparency, we earn that trust through our informed approach. We analyze the markets daily, keeping a diligent watch over stocks and bonds, identifying trends and opportunities both within the market and from a wider viewpoint. We’re in constant search of success stories and off-the-radar companies. It’s our passion, it’s what drives us. As much as we love the process, we also recognize that it’s what we do with that information that matters. And for us, there’s no greater reward than turning a client’s trust in us into a portfolio that allows them to live the life they want to live.