Stocks may rise and fall but integrity never changes.
We create and manage your tailor-made portfolio of stocks and bonds with the emphasis on achieving your objectives. We strongly believe in a customer-first approach; we listen and put our experience to work for you. When we partner with you, to realize your investment objectives, we provide:
- Customized, professional portfolio management
- Personalized asset allocation recommendations
- Ongoing consultation, service and reviews including:
- Regular meetings
- Detailed quarterly reports/custodian statements
- Direct communication with portfolio managers
- Non-calendar year end reporting as required
- Annual realized gain/loss reports
- Insightful commentary from the portfolio managers and Chief Investment Officer
- Quarterly newsletter
- Web site and secured online access
Trust. Experience. Integrity.