As the managers of your portfolio, our first priority is to take the time to get to know you, and to listen and understand what your investment needs and goals are. Armed with this insight and perspective, the next step is to tailor a personalized portfolio. The portfolio we develop will be structured to reflect your risk profile and time horizon, and to produce the results that you want by following a model-based approach to minimize risk.
Once your portfolio is created, we monitor and assess its performance on an ongoing, frequent basis, making adjustments as required in order to preserve capital and deliver on the investment mandate on which we have agreed. Unparalleled service is another expectation we want you to have. At any time we encourage you to contact us to discuss your portfolio, changes in the market, changes in your personal life, or any other aspect that may impact your investment planning.