Investor resources

Learn about the latest new products and programs we have developed to position our investors to succeed in the markets.


Smart Income

Quality investments. Clear choices.

Worth Allaye-Chan Investment Counsel has taken a close look at the sea of income products available today and developed Smart Income to help you determine which are the highest quality. Learn to avoid high-yield investment products that may seem appealing for now but may not be safe, sustainable sources of income.


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The Critical 10

Protect your portfolio in the decade straddling your retirement date.

Smart Income becomes most important during the Critical 10, the five years before and after your retirement date. At this time, your portfolio must withstand market volatility and be properly balanced with income-generating investments. Our Critical 10 program guides your decisions on investing, estate and tax planning as well as philanthropic giving—one year at a time.


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Proprietary investment solutions

Worth Allaye-Chan Investment Counsel provides customized investment solutions for individual investors, institutions, corporations, foundations and not-for-profit organizations. We are a team of professional portfolio managers that work directly for and with you.

We have also built and managed a set of proprietary, disciplined portfolio mandates that can meet your specific objectives, including income generation. With our global view of investing and the access to internal and third party research that Richardson GMP provides, as well as our own specialized industry knowledge, we seek opportunities wherever they may be.

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