Investment Strategy

Our investment approach seeks to deliver superior long term risk adjusted returns driven by cash flow generation with an underlying focus on wealth preservation. Our investment strategy focuses on building tax efficient portfolios that generate consistent cash flow from a combination of fixed income and equity investments with a focus on investments that generate consistent and growing income streams.

What makes this approach unique is our expertise and strategy of maximizing investment cash flow by:

  • Continuous optimization of income yielding investments on a risk adjusted basis
  • Overlaying options positions into the portfolio
  • Tax efficient investment selection