Our process starts with listening to your goals and needs, then asking the right questions in order to formulate a sound framework and devise a sensible plan. Our offering is fully integrated including portfolio management, tax, retirement and estate planning. We also specialize in working with business owners and on corporate strategies.
We are disciples of the 5 Laws of Wealth Creation:
Set meaningful goals, and create a sound action plan.
Use other people’s expertise and intelligence.
Pay yourself first and use other people’s money prudently.
Own a few high quality businesses that you intimately understand.
Hold those few quality businesses for the long run.
Having an independent practice allows us the freedom to advise what is in the client’s best interest. We can construct go-anywhere portfolios based on the particular needs of our clients, and give them access to public, as well as alternative asset classes and private equity investments.
Equitable Fee Structure
The fee structure is a function of our client needs and always remains unbiased. We have access to fee-based as well as discretionary portfolios. We are meticulous about selecting investment partners that are conscientious about fees and bring a large measure of added-value.
Client Care Model
Our practice is run with integrity, intelligence and passion. Primordial to us is offering a superior quality of care to our clients and maintaining a respectful nature in our relationships given the trust and confidence that is placed in us. Part of our process is committing to our clients’ satisfaction, and this is evidenced by our first class retention rate and most clients coming to us by way of referrals.