Broker Check

Investment Management

Our clients require customized asset management services that are uniquely matched to their personal profile. We carefully construct each investment portfolio after an exhaustive analysis of the client’s risk tolerance, investment objectives and time horizon.

Choosing from the entire universe of investment products, including no-load funds and institutional class funds, index and index-linked exchange traded funds (ETFs) and various alternative investments, we help our clients construct complete portfolios that are grounded in the basic principles of diversification and risk management.

We realize our clients’ goals and risk tolerance are likely to change over time and understand the importance of maintaining flexibility in our approach to managing their financial assets. We also understand that global markets are subject to constant change, often requiring a more tactical approach to investing.

We help clients avoid the temptation to chase markets or past performance, and thus are able to focus on the long-term macroeconomic and geopolitical themes that will most affect the future investment landscape. We use this information to help our clients identify opportunities to capitalize on the markets that will benefit most from emerging trends, while also seeking to avoid the risks of being invested in those that do not.