Our goal is to provide the most timely investment advice once we feel confident that we have a deep understanding of your current situation, your family dynamics, your future goals and how you feel about risk.
We utilize a core plus satellite investment philosophy that combines active investment management, broad diversification, contrarian investment principals and proactive tax strategies to manage portfolios.
Our core portfolios are primarily composed of longer term oriented investments based on modern portfolio theory emphasizing investments that provide cash flow from dividends, interest and distributions to help assure absolute returns in all market conditions.
Our satellite portfolios are built using securities and money managers that we believe have above average appreciation and/or income potential due to existing economic, geopolitical or demographic conditions. We identify these situations using research provided by RBC Wealth Management, independent third parties and our expertise.
We implement investment portfolios using a combination of brokerage and advisory accounts investing in individual securities and with professional money managers to provide the value and flexibility necessary for highly customized portfolios.