Services

We provide a wide array of specialised advisory and strategic services for our clients.

Investment Management:

This service provides clients with a written investment policy statement (IPS) laying out the investment strategy, a portfolio designed based on the IPS, and ongoing portfolio monitoring and reviews. Your risk tolerance, goals, tax position, time horizon and cash flows are all considered in the development of the IPS and portfolio. We believe that efficient tax management is a crucial part of portfolio design and determination of how much spendable money you can withdraw from your portfolio and how sustainable your spending can be. We prefer to use low cost, exchange-traded funds (ETFs) that are designed to maximize your returns and minimize your costs.

Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.