Our business philosophy

• That capital protection, low volatility and long-term capital growth are determinants in successfully achieving investment objectives.

• That long-term returns are higher when the client’s emotions are eliminated and the advisor can act on behalf of everyone at the same time.

• That diversification is necessary to manage risk.

• That, in the long term, large cap companies that generate positive cash flows and pay dividends are the most appropriate investments

• That, long term, it is strategic to be invested at all times

• That investors are better served by professional managers who have proven their worth

• That it is essential to respect asset allocation and investment discipline

• That it is important to take into consideration the fees of the products and services recommended to clients

• That products and services vary depending on amounts available

• That good business relationships are based on transparency, trust, integrity and respect