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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