Based on our experience and philosophy, and in concurrence with the Investment Guidelines we establish with each client, a portfolio is crafted to provide stability and attractive returns over time.

Our portfolio management includes two streams:

• Segregated accounts (for clients with assets in excess of $1,000,000).
• Internally managed Mutual Funds (“Adroit Funds”) (for clients with assets between $100,000 and $1,000,000).

The asset mix is comprised of some combination of equity, fixed income, and short term assets. Your Portfolio Manager will work with you to build your optimum asset allocation.

All securities and monies are held in a custodial relationship by a third-party trust company. Your assets are held in a separate and individual account registered in your name, and only accessible by you. The custodian simply holds the assets, collects interest and dividend payments on your behalf, and provides you with tax reports.

In addition to ongoing conversations and meetings with your Portfolio Manager, you also receive regular reports from Adroit on your portfolio’s status.

If capital preservation and long-term growth sound appealing to you, please contact one of our Portfolio Managers today.