STRATEGY
Our overarching investment philsophy is that develping a comprehensive Asset Allocation Strategy, that articulates the risks and expectations of a the overaching investment strategy, is the most important step in developing a successful investment program. This Asset Allocation analysis, coupled with a client's unique Investment Beliefs, becomes the foundation for developing a robust and successful investment program; using these strategic building blocks we can subsequently determine the optimal mix of our funds.
Winston Churchill
“However beautiful the strategy,
you should occasionally
look at the results.”
ASSET ALLOCATION STRATEGY
Asset allocation is the key decision you will make in any investment program. Our pedigree as investment consutlants uniquely positions us to provide stratgic recommendations for you asset allocation strategy. We firmly believe if you can get the righ investment mix in place you will significantly increase your likeliehood of success in achieving your objectives.
INVESTMENT BELIEFS
We do not believe investment management is a "once size fits all" strategy; we assist investors in developing a comprehensive Investment Beliefs structure which is the foundation for implementing the Asset Allocation Strategy.
The investment market is saturated with products; by buidling on the foundation of a comprehensive Asset Allocation strategy, coupled with clearly articualted Investment Beliefs, you will be able to filter the investment choices to the most optimal offerings for implementing your strategy. In addition to providing objective third party manager selection advice we have developed a streamlined suite of proudcts to fill in "gaps" in the Canadian market.
INVESTMENT MONITORING
We manage and monitor the success of your strategy from both an Asset Allocation and Investment Management perspective. We pride ourselves on our ability to communicate complex topics. In addition to traditional fund performance monitoring we monitor the success of your customized strategy and keep you informed of the progress of your overall Asset Allocation Strategy relative to your objectives. You also are kep abreast of any changes we perform to optimize the your investment programs structure.