Effective wealth management combines investment management with other disciplines. An essential component of our relationship with our clients is our ability to offer a full range of complementary services to build a complete financial plan.

Key to building successful long-term relationships with our clients is the ability to provide insight and professional expertise in areas other than just investment management. Some services we consider important are:

  • Annual review of Client Discovery and Investment Policy Statement
  • Providing access to specialists to assist in estate planning, including the review of trusts and wills
  • Structuring of investments to suit the unique needs of a varied client base
  • Geographical diversification in bonds, equities and currencies
  • Retirement planning
  • Philanthropy - charitable foundations
  • Annual coordination of tax return filing and tax planning

We believe that the successful combination of investment management and essential complementary services helps our clients reach financial independence and enjoy confidence.