...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