We collect relevant information to ensure that investment goals and plans take into account individual investor’s objectives and constraints. We believe that the investment plan should suit the investor and the outcomes you are trying to achieve.
Our process is to start with the outcome that’s required and it takes into consideration the level of risk required as well as the client’s goals and objectives.
We believe that investment goals and plans need to take into account important considerations such as time horizon, cash requirements and tax.
We help investors to set realistic, measurable, and attainable investment goals.
We believe a sound investment plan helps the investor to stay focused on the factors the investor can control rather that reacting to always changing newspaper headlines.
We believe that clear and realistic goals can help protect investors from common mistakes (e.g. performance chasing) that can deprive investors of achieving investment success.
Our investment portfolios are designed to withstand various market environments and are built with a long term view and to achieve the desired outcome.
Chris was extremely professional in all of our ongoing communication and very clear in detailing the different options and
the reasoning behind the specific recommendations. The process was extremely streamlined and efficient.