Individuals

When you open an investment management account with us, you draw upon our vast sources of research and analysis to help you manage your money.

We act as your institutional investor so the pitfalls of reactive, emotional investing are minimized. The buy and sell recommendations or decisions we make for your portfolio are made only after an understanding of your personal circumstances is established. We build comprehensive portfolios, not sell one-size-fits-all products. We are not commission driven salespeople, our compensation is in line with your goals of long-term growth. Your success is our success.