Vision

Be a leading investment services institution

Mission

Treat our clients as partners and provide high quality, distinctive investment products and services

Values

Integrity, Professionalism Loyalty Commitment

Unique Value Proposition

We believe that successful money management is the result of a sound investment philosophy supported by a disciplined investment style.

Integrity
We adhere to strict international standards of Professional Conduct. For safekeeping and your peace of mind, client assets are held by a third-party custodian on your behalf.

Trust
Since the early 2000’s, we have earned our clients’ trust through good and bad markets. Our clients rely on us to make discretionary investment decisions to serve their long-term interests.

Discipline
A key feature of our investment approach is risk management and control in an effort to preserve your capital base. Portfolio diversification ensures that each portfolio has a minimum number of quality securities, a maximum in any one holding, and is invested in a number of major industry groups to avoid over-exposure to any one industry or sector.