Capital protection is of paramount importance. We tailor advice and closely monitor portfolios to minimize downside risk, remaining flexible, vigilant and adaptable to changing client situations and market conditions. We actively rebalance portfolios to ensure the risk-to-reward is maintained and improved upon continuously. Also fully licensed to provide advice on insurance, we can protect your income and lifestyle. Whether it is for guaranteed income under annuity products or for family, mortgage, and long-term disability protection, we can find the right policy at the right price.
It is important to have an Investment Advisor who shares the same vested interest as you. Our clients trust us to deliver on and stay true to our discipline. We take this trust seriously. Not only do we treat our clients’ assets as if they were our own, but we also demonstrate our commitment by investing our own money in the same strategies we recommend. And, we manage our clients’ wealth on a fully transparent fee based platform.
Our approach to investing, portfolio construction and maintenance is relatively simple: conservative strategies to build portfolios that generate both a regular income and attractive risk-adjusted capital growth over time. Consistency of performance in all types of market condition is key. We make disciplined, non-emotional investment decisions and do not fall in love with any one strategy, yet have great passion for the work we do. Our investment process incorporates both bottom up value driven fundamental analysis, top down macro market analysis, as well as technical and quantitative indicators that help determine possible market entry and exit points.