Our guiding principles and investment philosophy for managing client assets is a goals-based approach, with a focus on value/dividend focused investments. We are product and investment agnostic and independent from the investment manufacturer. Our investment philosophy is to create conservative, balanced portfolios that allow for preservation and measured growth of capital in a tax efficient manner. We are focused on structuring each portfolio to properly align with our clients short-term and long-term investment objectives. While managing our clients’ wealth, we strive to balance four competing forces: returns, risk, costs and taxes. We use a managed approach utilizing a diversified mix of investments including private pools, separately managed accounts, institutional money managers, mutual funds, exchange traded funds, segregated funds, and individual securities. Our primary clientele are retirees who are looking to generate a reliable, consistent, tax efficient income and we do this within a structured portfolio approach similar to a pension plan, while minimizing costs.
Balancing risk, maximizing opportunities, and leveraging assets (including your time) are critical components of an effective strategic investment plan, so we will work with you to ensure your investments are tailored to your needs and risk-comfort while preventing any excessive tax liabilities. We have a wide range of products available to help you build a portfolio that matches your unique situation.
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- Are your investments tailored to your specific needs?
- Are they putting you at risk of excessive tax liabilities?
