We are passionate about our clients and the proactive management of their portfolios. Strict adherence to fact based investment decisions, combined with the depth of our insight and our ability to uncover industry trends, are key elements of our holistic portfolio management strategy. We believe that the dynamic core satellite approach to portfolio construction affords our clients the potential for attractive risk-adjusted returns.

PERSONAL AND PORTFOLIO DISCOVERY

  • Risk assessment and suitability of existing portfolio.
  • Total wealth analysis; including short term, intermediate, long term investment goals, and time horizon.
  • Can we add value?

INVESTMENT POLICY DEVELOPMENT

  • Establish risk tolerance, goals, investment options, and liquidity needs.
  • Ideal asset allocation
  • Total return expectations
  • Funding requirements
  • Retirement cash flow planning

ASSET ALLOCATION

  • Implementation of dynamic core satellite strategies
  • Evaluation through ongoing fundamental and technical analysis, spot profit taking and tax harvesting opportunities.
  • Managing the investment risk exposure associated with the ebbs and flows of financial markets.

SERVICE PLAN

  • Quarterly and Annual Reviews
  • Education
  • Client feedback sessions