Portfolio Management Services

We provide personalized money management services aimed at achieving superior investment performance while preserving capital.  Our portfolios are individually managed according to your income needs, risk tolerance, and tax considerations.  We will work with you to provide unbiased advice and service.

 

 

Value Proposition

We charge our clients a reasonable fee ranging 0.50% to a maximum of 1.0% for the following services:

  • Invest your funds according to your objectives
  • Follow the financial markets on your behalf
  • Always keep our fiduciary responsibility (we do what is best for you)
  • Make sure that Wall Street treats you fairly
  • Offer a second opinion on all financial matters using our experience and our research capabilities
  • Use Exchange Traded Funds (ETFs) to build appropriate tax efficient portfolios that may be tilted towards one or more sectors to generate excess returns
  • Offer support and peace of mind during turbulent times to help prevent our clients from making some costly mistakes (e.g. selling all positions and going to cash after the market has had a severe correction)