With over 20 years in the investment industry we have the experience and integrity to help you achieve your financial goals. We build personalized custom investment portfolios for our clients.
What makes us unique is our approach. This approach will guide you through the world of finance and steer you toward the kind of investments that will help you achieve your objectives.
1. FIRST, WE IDENTIFY YOUR INVESTMENT OBJECTIVES We’ll start by answering two very simple questions: What do you want to do with your money, and when do you want to do it.
2. WE ESTABLISH AN INVESTMENT POLICY At this point, we set guidelines that will determine what you will invest in. Your investment policy is like a mission statement which we refer to when it’s time to make investment decisions. It reflects your objectives, time horizon, profile and other specific details, such as tax considerations, other investments (pension fund, real estate, small business) or income needs.
3. WE DETERMINE ASSET MIX. To make sure that you meet your objectives, your portfolio may include a variety of securities in number of different markets. The asset mix decision is one of the most important decisions you will make for your investment strategy’s overall success.
4. WE MAKE INVESTMENT RECOMMENDATIONS BEST SUITED TO YOUR SITUATION. Based on our experience and research from analysts and economists, you will be presented with specific recommendations given the criteria established in the first 3 steps.
5. WE MONITOR YOUR INVESTMENTS Your portfolio will be reviewed regularly to make sure it is in-line with your objectives and to take advantage of any new opportunities that may arise. Over time, your situation may change, there may also be changes in the economy, securities markets and tax laws. We keep a close eye on such developments, and any necessary adjustments to your portfolio will be brought to your attention.
We are here to manage the world's most important investments…Yours