Our Investment Philosophy
Income & Long-Term Growth Opportunities
Our investment strategies tend to be long-term and conservative in nature, with an emphasis on income-generation, preservation of capital, and long-term growth. While the portfolio value may fluctuate over time, the tangible results are in the form of income to re-invest or support your lifestyle needs, wants, and aspirations.
How do We Select Investments?
When assessing new opportunities for your portfolio, we utilize a strict rules-based approach, removing personal bias towards any individual investment - evaluating opportunities strictly from a fundamental and technical perspective.
While our selection of asset classes remains consistent across all portfolios, the proportions will vary - to best align with your financial objectives and comfort with taking risk. To determine the optimal portfolio blend for you, we've developed a proprietary modeling system - that allows us to deliver tax-efficient and high-performing portfolios for any desired level of risk.
Just because you're investing for the future doesn't mean there isn't work to be done today. While your portfolio is constructed in line with our market analysis and expectations, the individual allocations are adjusted on an ongoing basis, to reflect evolving circumstances and market conditions - ultimately de-risking the strategy over your investment horizon.
As opposed to a buy-and-hold methodology, our active approach capitalizes on market movements and pricing opportunities presented in the short-term - to take profits on positions that may be overvalued or deploy additional capital when prices are attractive.