We believe in building investment portfolios based on a solid Financial Planning Platform. This allows both our client and us to be able to measure our progress and address any changes that are required as soon as possible. Using our stock selection experience Investment accounts are focused on individual companies and Bonds. Exchange Traded Funds (EFT's) and Mutual Funds are also used to gain access to foreign markets or other managers’ expertise.
We believe in employing the attitude that we are investing in individual businesses, not pieces of paper. This simple approach will often take much of the emotion out of the day to day swings inherent in public market investing.
Clients receive up-to-date, accurate reporting of account values, performance and how they are doing against their own personal benchmarks. Regular reviews are an integral part of all successful investment plans.