Extensive Wealth Management

Many investment firms offer wealth management services. However, only a few can integrate and combine these services successfully into a complete and extensive wealth management offering for high net worth families.

• Experienced Strategy: With over 25 years of experience, we believe markets are efficient and all available information is reflected in current market prices. We take a long-term strategy to building our portfolios while focusing on investment income.
• Analyzing Risk: Building. The key to analyzing risk is to understand our clients tolerance and acceptance of it and by choosing investments that offer a balanced risk/reward ratio.
• Global Diversification: Our portfolios are broadly diversified and look to achieve exposure to global equity and bond markets
• Tax Efficiency: We aim to reduce tax implications and increase total returns by utilizing tax-managed investments and loss harvesting,
• Cost Minimization: We manage fees through efficient trading, strategic rebalancing and utilizing funds that provide lower expense ratios, allowing the client to gain better returns.

Fees Matter

We understand there are costs associated with funds and trading and are mindful of how they impact our clients overall investment performance.

Expensive management fees and similar costs in the long-term can be detrimental on creating wealth.

What is The Risk & Return?

These portfolios show the advantages and benefits of diversification and show the performance of varying global stock/bond mixes. These mixes with bigger allocations to stocks are treated riskier but have greater expected returns over time.