PRIVATE INVESTMENT OFFICEWe 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.
OUTSOURCED CHIEF INVESTMENT OFFICERInstitutions, 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.
ADVICE TO BE VALUEDWe believe that advice comes in many forms – not all created equal. Financial markets are growing increasingly complex, and a simple portfolio of stocks and bonds is not expected to achieve the same results going forward, which is why having an Investment Counsellor who can provide guidance on complex areas of the market can add value.