"Our mission is to provide investors with more reliable results using our Sigma index based portfolio solutions and our rigorous client servicing process."

  • We believe that emotions affect the behavior of investors and thus returns

  • We believe that better education and understanding of risk leads to more profile table long-term decisions

  • We believe that a better control of risk and return can be obtained through a portfolio structure that has multiple asset classes using Exchange Traded Funds

  • We believe in developing and executing a comprehensive financial plan that encompasses areas of asset management which may include amongst others tax and estate planning

  • We believe that management fees should be transparent and without conflicts of interest