What we offer

We offer professionally-managed investment portfolios for clients who wish to have their investments professionally monitored, managed and rebalanced as market conditions change.

What makes us different

Unlike many of our competitors, we avoid tactical trades based on short-term market predictions. We have no financial arrangements, like revenue sharing, with the investment firms represented in the portfolios we manage. We base our investment decisions on investment principles by maintaining a long-term perspective, broad diversification and a focus on managers that we believe offer the potential to outperform their peers and their respective benchmarks over a long period of time.