We provide a highly personalized, comprehensive investment portfolio management service to our clients. Our service is designed to meet the needs of private clients that are comfortable entrusting day-to-day investment decisions to a portfolio manager.
As our client, you will benefit from a collaborative relationship that addresses—and anticipates—your needs. We follow a disciplined approach to structuring and managing your portfolio with the flexibility to adapt to changes in your situation.
1. Understand Your Goals
We believe in implementing client-specific investment strategies that have been tailored to your particular objectives and circumstances. We place a high importance on gathering relevant information and data from you as input into the development of your customized investment policy statement that is then used to guide the investment process.
We begin a personal relationship with you in an initial meeting to discuss issues related to the management of your financial assets. Through follow up meetings we define your investment objectives, assess your tolerance for risk and identify any investment constraints that you may have such as liquidity requirements, time horizon for investments, legal issues, and taxation issues. We also discuss our investment process, philosophy and portfolio design. We will liaise with your financial planner, accountant, lawyer and other professionals to provide you with a team approach and a holistic view to the management of your financial assets as appropriate.
2. Create a Plan
We develop a personalized investment policy document that includes a policy asset allocation. The investment policy statement provides us with the strategy and guidelines that we will use to make the investment decisions in your portfolio. We review this document with you to ensure that we have a common understanding of how your portfolio is to be managed.
3. Craft your Portfolio
Upon your approval of your investment policy, we will review your existing portfolio structure and holdings and identify the required changes to align your portfolio with the guidelines outlined in your investment policy. We also select specific investments that are suitable for your portfolio. We then implement your investment plan.
4. Stay on Course
Your portfolio is closely monitored and managed. Any changes that the portfolio manager determines should be made to your portfolio are promptly carried out.
Clients receive reports regularly that detail portfolio activity, holdings and performance. We review your investment policy with you regularly to ensure that it is still appropriate. We will also review your investment policy should your circumstances or goals change significantly.
It starts with a conversation. Contact us to discuss how we can help achieve your financial goals.