Our advisory process
To understand, to consult and to foster transparency and trust are some of our key objectives in delivering an investment solution specific to your needs.
Our investment process
Our investment process includes:
- Client profile – understanding your needs and objectives
- Strategy – developing a risked-based investment strategy to meet your needs and objectives
- Investment – select, monitor and invest in a portfolio of stocks that meet your investment criteria. We encourage: risk vs reward assessments; investment vs speculation; and tax effective investments
- Monitor & Review – we continue to monitor your investments and review your needs and objectives on an ongoing basis