Exclusive Benefits

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
  • Confidentiality
  • Flexibility
  • Web site and secured online access

Trust. Experience. Integrity.