Portfolio management is always based first on the
objectives and risk tolerance of each client. Investment selections are
properly focussed once we have gone through the process of identifying
who you are, what the funds are for, and when they will be used.
believe in a strict adherence to a long term asset mix, as this allows
us to take measured risk where appropriate and to weather difficult
markets with confidence.
We select investments based on an
analysis of their potential in varying market scenarios, with an
emphasis on capital preservation.
considerations may be an important factor with regard to investment
decisions. While indiviudal tax questions are best left to your tax
advisor, we do stay on top of relevant news.
Some important considerations that may involve your portfolio are:
Taxation from different types of investments. How Investment Income is taxed
Minimizing capital gains tax. Strategies to minimize Capital Gains taxes.
Income splitting opportunties. Pension Income Splitting Provides Tax Planning Opportunities
US holdings. Tax and Estate consequences of Investing in the United States.