Our Firm

Understanding exactly what a client needs is only of use if you have the experience and knowledge to turn that into an appropriate investment strategy.

This is the critical reason why our clients have direct access to their Investment Manager. The same person, who understands the nuances of their situation, will have played a key role in all aspects of the Group’s investment strategy. Thus, when altering portfolio positioning to meet a client’s needs, they are uniquely placed to understand the implications and ensure that appropriate balancing action is taken.

This approach has become rare, with ‘client relationship managers’ often increasingly removed from investment decision-making. In our opinion, there is no replacement for a combination of knowledge and relationship, with any other approach being a poor compromise.

We Ensure That:

• we treat each client as an individual with unique requirements;
• we keep a low client to manager ratio, allowing us the time to understand these requirements;
• we provide direct access to our expertise and experience
• we maintain a high level of communication so that we correctly understand the parameters within which individual investment decisions are made
  

Tailored Services

• Investment management
• Retirement Planning
• Tax Planning
• Small Business Retirement Consulting
• Alternative Investments
• Charitable Giving Services
• Coordinating Existing Trusted Advisors