We provide a unique level of investment service in that we do not directly place clients in ordinary stock / bond / mutual fund-style securities.
Each and every one of our clients is matched up with an appropriate endowment-style managed account and/or a no-fee fixed interest account.
This prevents our clients from being exposed to unnecessary downside volatility while still providing growth potential.
Our client priorities include :
- Minimizing Fees
- Minimizing Risk
- Maximizing Tax Efficiency
- Providing Superior Service
We personalize each client’s strategy based on his/her risk tolerance, time horizon, and personal goals. Our goal is to connect you with the appropriate product and/or strategy in an ever-evolving investment climate.