Segregated Portfolios

Once a strategic asset allocation strategy is established, we begin the construction of your segregated portfolio aligned with your investment objectives, tax considerations, and other unique preferences and requirements. Based on our research team’s assessment of the current market environment and risk/reward characteristics of individual positions, we will opportunistically execute the initial investing process.

We will take care to construct your portfolio efficiently. For example, small accounts can be more economically invested through the use of our pooled funds that mirror the performance of our segregated accounts.

We will constantly monitor your portfolio and report our progress to you on a monthly and quarterly basis. You will receive periodic reviews by way of face-to-face or telephone meetings as you prefer, and you will also be invited to quarterly presentations by our senior partners.

We will ensure that your investment portfolio remains optimally structured to meet your stated investment objectives now and in the future. This means that we will also take into account your broader wealth management goals and work with your key advisors in areas such as tax and estate planning.