We specialize in providing excellent portfolio management services to institutional, retail, and private clients through a carefully constructed client-focused investment approach. We invest for and on behalf of clients in both the equities and fixed income markets. Our aim is to consistently deliver above benchmark returns with controlled levels of risk. Our portfolio management services include:
Discretionary Account
This account offers expert investment management advice and administrative services. It permits our brokers to buy and sell securities without the client’s consent. The client must sign a discretionary agreement with the firm as documentation of his/her consent. This product is available for all Asset classes.
Non-Discretionary Account
This account offers expert investment management advice and administrative services. The client retains the right to make final decisions regarding all purchases and sales of securities. This product is available for all Asset classes.