INDIVIDUAL OR FAMILY EXPERIENCE
We partner with individuals and families on tailored solutions focused on protecting wealth and building security, independence and a legacy for future generations. Clients come to us for sophisticated counsel to help ensure their investment success.
Our Process
INSTITUTIONAL & PRIVATE INVESTMENT OFFICES
Private Investment offices and institutions, including endowments and foundations, choose to partner with us when they are looking for a trusted and experienced partner providing streamlined solutions. We take a coordinated approach and we have the expertise, resources and backing to help clients achieve their unique goals.
Our Process
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STEP 1 :: DISCOVER
  • Learn your current lifestyle needs.
  • Examine your wealth transfer and giving aspirations.
STEP 2 :: PLAN & OPTIMIZE
  • Develop a wealth strategy plan of action.
  • Have our Investment Counsellors begin work with you and your team.
  • Set asset allocation and optimize your strategy.
STEP 3 :: DISCIPLINED IMPLEMENTATION
  • Implement your strategy on a cost- and tax-efficient basis.
STEP 4 :: EVALUATE & REFINE
  • Begin ongoing monitoring of relevant market dynamics, financial circumstances and life changes.
  • Continued meetings with our Investment Counsellors to review portfolio progress and adjustments.
STEP 1 :: THOUGHTFUL DISCOVERY
  • Learn your organization’s needs and goals.
  • Understand short- and long-term portfolio objectives and constraints.
STEP 2 :: INTELLIGENT PLANNING
  • Develop a plan of action to move your wealth strategy forward.
  • Have our Investment Counsellors begin work with you and your team.
  • Optimize your strategy.
STEP 3 :: DISCIPLINED EXECUTION
  • Implement your strategy on a cost- and tax-efficient basis.
STEP 4 :: ACTIVE OVERSIGHT AND ONGOING ASSISTANCE
  • Regularly meet with your board or investment committee.
  • Provide continuing guidance.
  • Regular portfolio reviews and goal reassessments.
  • Ongoing opportunity and risk evaluations.