Our holistic wealth management approach takes into consideration your needs, preferences and tax situation to build and manage investment portfolios based on the following principles:

Disciplined Investment Process

We consider a disciplined investment process to be one of the key drivers in achieving competitive returns for our clients over the long term. Our investment process is clearly defined, documented and consistently applied across all investment strategies. Central to this process is our Investment Committee, which has overall responsibility for reviewing the investment decisions made by our Portfolio Management team and approving strategic and tactical asset allocations.

Global Diversification

We advocate global diversification to reduce a client’s exposure to a single market, sector, region or currency. A well-diversified investment portfolio helps reduce fluctuations in the value of your portfolio.