We design investment portfolios matched with each client’s specific objectives.
We evaluate, research and identify investments and portfolios based on quantitative and qualitative criteria and other key constraints. Applying our disciplined buy and sell methodology, we only recommend investments once they have met our scrutiny.
Our duties continue beyond just our initial recommendations. We monitor performance, management, fees, and undertake other ongoing due diligence. We meet with each client on a quarterly or semiannual basis to make recommendations, rebalance the portfolio and update the plan.
The process of rebalancing may result in tax consequences.