How we help

Our focus is on preservation of capital using fixed income vehicles and large-cap dividend paying stocks. Our investment methodology involves finding quality, well-managed companies that we believe have a dominant or unique competitive advantage.

In terms of asset mix and portfolio construction, we offer a unique marriage between our bottom-up security-specific fundamental analysis and our top-down macroeconomic view.

Our comprehensive investment review, an essential element of our investment methodology process, is broken down into three stages:

  • Monthly review of portfolio risk profile
  • Quarterly review and detailed performance attribution
  • Annual comprehensive review

The review process allows our clients to have a clear understanding of the selected investments, how they fit into the overall wealth management plan and to see the quantifiable value created and enhanced by our team.