Discretionary Portfolio Management carries with it a much higher onus on its Portfolio Managers, carrying with it a fiduciary responsibility.


Fiduciary duty is the highest standard of care in our industry. So it should come as no surprise that we are a fiduciary. This means all our Portfolio Managers are professionally designated and always have your best interests at heart. We manage portfolios to best achieve your financial goals and respond to changing market conditions quickly and efficiently.

Our proprietary Investment Models are run solely on a discretionary basis and through an ongoing blend of strategic and tactical asset allocation, we seek to develop resilient portfolios that achieve performance goals with an emphasis on wealth preservation and risk management. We periodically adjust this strategy to reflect our current views on risk and capitalize on opportunities presented by current market conditions.

We believe the following:


     We believe that Markets Work.


     We believe that Risk & Return are Related.


     We believe you must Diversify with Structure.


     We believe that you must Customize your Portfolio.


     We believe the Success of a Portfolio is defined by its Long Term Perspective and you can't go it alone.