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 can offer our investment management services through the use of a segregated fund.
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 suitable investments offered by leading fund providers.
Our Investment Process
Our Portfolio Philosophy
Core Strategy: The core strategy is the traditional component of a portfolio. This portfolio tends to be more risk-based and investor aligned, liquid and market-oriented. We believe the best way to invest in a ‘Core Strategy’ developed with your advisor is through an investment company and fund manager that most resonates with your investment circumstances and philosophies.