Our Investment Strategy
We believe that a well-balanced investment strategy must encompass several investment strategies, not simply a “one size fits all” approach.
We use various investment strategies to build our investors core portfolio holdings. After a lengthy process of getting to know our clients, we make recommendations to our clients core-holdings using a variety of highly experienced portfolio managers.
When suitable, we have access to many alternative investments; and can help our clients make responsible investments in those securities.
Our Investment Process
The process we typically use to gather information is formally known as “know your client”. Know your client gives us the ability to gain an in-depth picture of your finances, investments, and objectives. It is important to us that our clients feel comfortable allowing us access to this important information, so we take the time to explain why it needed and all relevant steps throughout the process.
Our Portfolio Philosophy
Core: The traditional component of a portfolio. This portfolio tends to be more conservative, liquid and market-oriented. We believe the best way to invest in your ‘Core’ portfolio is through a registered Portfolio Manager that most resonates with your investment circumstances and philosophies.
Explore: The alternative investment component of the portfolio. These private investments tend to be riskier, but they deliver portfolio diversification and have the potential to produce out-sized returns. These investments will predominantly be private offerings.