Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Simplifying your life
Wealth Management is more than just Portfolio management. We work to address and administer a full suite of wealth management solutions for our clients.
- Portfolio Management
- Financial Planning
- Tax Planning
- Risk Planning
- Estate Planning
- Philanthropy
- Banking Solutions
Our Philosophy
For equities
We are of the Benjamin Graham School of management (Warren Buffett’s’ mentor).
We buy for the long-term large, non-cyclical growth companies that pay large dividends.
This philosophy is, in our view, more rewarding. There are fewer transactions and we avoid the annoyance of buying too early or missing the sale near the top. It also has the advantage in paying less taxes.
Furthermore, non-cyclical growth stocks periodically raise their dividends, granting an increase in the revenue of our clients.
For bonds
We put the emphasis on the quality and the security. We, Therefore, buy mostly government and corporate bonds of equivalent quality.
