Our advantages

Our focus: You. 

We measure our success by the achievement of a client's specific goals, as opposed to arbitrary benchmarks or indices. In an industry where much lip service is given to customization, our advice is truly based on specific needs and tailored to their exact specifications. Further, we work with our clients on a holistic basis, considering all the various aspects of their lives, and collaborating with their tax and legal advisors to ensure their finances are simple and harmonious.

Our use of "Absolute Return” strategies

We strive for consistent performance in all market environments.  Because preservation is an important contributor to growth, we strive to mitigate the impact of declines to portfolios so that our clients remain on track with respect to their objectives.  

Our Pension-Fund style approach

When process, people and philosophy are sound, performance should follow. We do not claim to know which investment, fund, or manager is "best”, and we believe that anyone who claims that they do is likely lying to themselves, as well as to you. What we do know is this: The world's largest pension funds, endowment funds, and institutions invest using a disciplined, systematic process that is based on a sound framework. It's the process you would follow if you had five hundred million dollars, and it is predicated on one simple principle: Do what makes sense.

Our independence

Free from pressure to select internal products, and with the latitude to act solely in the best interest of our clients, we have zero conflicts of interest in our decision making process.

Our adherence to a results-oriented process

We work with each of our clients to develop a clear strategy to realize their desired future, and how to get there. It involves a specially formulated plan that insulates them from the day-to-day noise of financial markets and news media. The job of the media is to sell advertising space; our job is to preserve and grow our clients' capital—full stop.

"Fortunately for us, we've been able to benefit for some time from your experience and investment strategies. Please accept our thanks for your dedication and support over the many years of our business relationship.”

-- Kaufman Wealth Group Client, Montreal