Integrated Portfolio and Wealth Management
Each of our clients is unique. We provide each client with a customized portfolio and wealth management plan that we dynamically manage over time as their needs, circumstances and preferences evolve.
In designing our clients’ portfolios, we act as their outsourced Chief Investment Officer. We develop a highly diversified asset class mix of investment mandates for each client that we then fulfil through the careful selection of high-quality third-party managers, complimented by our own unique investment solutions.
Unlike many mainstream portfolio managers, investment tax management is a key component of our portfolio management service. We integrate portfolio management with broader wealth management to comprehensively address the multi-faceted challenges most affluent families face.