Our Method

Having a well established plan with a client allows for a long-term focus and to better cope with short-term market fluctuations. A well-diversified portfolio reduces the risks related to concentration in one security or sector, and even in management style. A well balanced portfolio composed of mature companies with large capitalizations and growth companies with medium capitalizations is recommended in order to obtain superior long-term returns.

Our Philosophy

We believe that investment ideas should reflect long-term demographic trends, the impact of the rapid growth of developing countries, new technological developments and sometimes even current and future values and behaviors of our current society.

We believe a curious spirit, an independent thought and research process and quality analytical tools provide the essential elements needed for the selection of securities to be included in an investment portfolio.

Finally, we believe that the quality of customer service we provide is essential in providing a comfortable experience for our clients.