Strengthening your financial security

Value statement

We offer a risk management-based approach and provide needs-driven solutions. We work with our clients to anticipate problems, so we can plan and solve for those issues before they arise. Service and attention to detail are the hallmarks of our practice.

We seek to establish relationships built on a foundation of mutual respect — ones that give our clients confidence in following our advice to reach their goals. We create individually constructed wealth management plans that cover all aspects of our clients’ lives, and use disciplined investment strategies to help them achieve their goals. We pay daily attention to the long-term goal of securing our clients’ financial future.
 
 

Investment philosophy

We believe in a disciplined approach to investment management. We structure client portfolios to meet short-term needs as well as long-term strategic goals. The first priority is satisfying day-to-day income needs and planning for any near-term capital expenditures by using cash management strategies and short-term fixed income instruments. The next step is structuring a core strategic portfolio for long-term appreciation. This portfolio has a traditional focus using an equities and fixed income allocation based on the client’s risk tolerance and financial objectives. Finally, we carve out a tactical/satellite allocation positioned to take advantage of opportunistic strategies and shorter-term ideas.


Smart Cities, sustainable cities

With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.

Taking the Next Step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Latest Insights

Could inflation force the Fed to raise interest rates sooner?

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

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