The word “value” can refer to the worth of a product or service, and it also has the meaning of a principle or belief and both aspects of this word are important to us and to our clients.

We strongly believe that living and acting by our values of patience, discipline, and execution enhances the value we bring to our clients. This philosophy is deeply rooted within our culture and influences our approach to our services –

These are the values and principles that guide us every day. We rely on a system of values shared by all team members. These values underlie our management philosophy, inspire our development and guide our actions.

Another aspect of discipline is being aware of your beliefs and ensuring your holdings mirror these.

Execution

Lao Tsu said “To know and not to act is not to know.”​​​​​​

With this big picture in mind and a disciplined method created, our team puts your plan into action to meet your goals.

Each member of the team actively applies their knowledge and skills. Whether it be meeting with you to gain a sense of your personal goals, answering your calls or emails, executing trades, completing out required documentation, or ensuring we are up to date on the realities of the markets and of industry regulations.