What makes us different...

...our expertise and focus on client service

• A multidisciplinary team providing thoughtful advice on all aspects of personal finance

• Discretionary active portfolio management according to our investment models developed internally

• Fully transparent investment process

• Customized hedging programs and portfolio monetization strategies

• Direct communication with third parties involved in the management of our clients' family affairs

• Dedicated client service Monday to Friday from 8:00 am to 4:30 pm (objective of no voicemail)

• Weekly review of cash balance and asset allocation for each client
   

                                       OUR 5 CORE BELIEFS