We know you want us to be disciplined in the way we invest your capital. Our clients come to us for many reasons. They may:
- require investment advice for lump sum payments such as settlement proceeds (insurance, inheritance, divorce, etc.).
- have high net worth.
- own a business and are seeking investment advice for business sale proceeds.
- be pension funds, foundations, endowment funds, charities or non-profit organizations.
It is important that your portfolio manager is always working with your investment goals in mind. Our portfolio managers are highly educated professionals with specific registrations that allow them to manage funds for clients on a discretionary basis.
Working with you, they put in place rigorous and clear rules to manage your portfolio. These guidelines outline how much investment risk your portfolio is exposed to and your long-term goals. This allows your portfolio manager to make discretionary, day-to-day investment decisions within your guidelines. Regular and comprehensive reporting allows you to closely monitor your portfolio’s performance.
For more information, see our portfolio composition.