As an independent financial advisor our sole focus is providing professional investment advice. We offer asset-based fees or hourly consulting.
By minimizing costs and taxes to maximize return and minimize uncompensated risk we are committed to providing value that exceeds our fee.
We believe that individual investors deserve the same thoughtful and rigourous investment management capabilities available to large institutional investors.
We bring the skills honed from decades of world-class portfolio management to you, focusing on what matters most to achieving your financial objectives - selecting investments that reflect your values and deliver the best mix of cost and performance.
As a fee only investment advisor we do not sell investment product nor do we earn commissions on transactions or from the investments in your portfolio.