Working with you
If your goals and needs are the cornerstone of your financial plan, your portfolio is the foundation of growth. We employ a similar approach to many institutions, designing portfolios for clients that include public stocks, bonds, and alternative investments (where appropriate) which helps reduce portfolio risk and exposure to market cycles. We also can use funds and ETFs if it fits your strategy. Our focus is on achieving the correct investment diversification strategy while minimizing costs. As a discretionary portfolio manager, we simplify your financial well-being by making wealth decisions for you. Every decision is guided by a thorough set of rules stated in your Investment Policy Statement (IPS). This IPS is aligned with your goals, appetite for risk and other aspects that may be important to you. This allows you to focus on your priorities, interests, and passions.
We’re drawn to people who inspire us – driven young professionals moving through the fast-paced years of their careers, growing multi-generational families navigating the complexities of wealth and legacy, and retirees enjoying what they have earned and deserve. Every client is unique and every interaction is an opportunity to get to know you better. That’s the essence of our business.