Portfolio Management

As a Portfolio Manager, I am dedicated to executing your specific financial strategy with investments customized to your individual needs. Combining the role of Portfolio Manager with that of your personal Investment Advisor gives you the assurance of knowing that you have immediate access to information and that you can speak with me directly, whenever you need.

The Private Investment Management Advantage

Discretionary Management

I can make timely decisions on your behalf when investment opportunities arise.

Disciplined Investment Approach

The Investment Policy Statement we prepare together establishes the investment guidelines by which your wealth will be managed.

Customized Service

Your portfolio is constructed and managed on an individual basis, ensuring your individual circumstances and financial objectives are always taken into consideration.

Delegated Responsibility

Freeing yourself from the detailed daily concerns of your investments allow you to focus on your other priorities.

Detailed Reporting

Detailed quarterly reports, monthly statements and consistent contact with me ensures you are kept informed of your portfolio standing and performance.

Governance and Oversight

With Firm supervision of your portfolio in the Private Investment Management program, you can be confident that investments are managed in accordance with your goals as determined through the construction of your Investment Policy Statement.

Performance Matters

See how our portfolios performed for our clients. Click on Growth, Balanced and Conservative below.  

 

Growth

 

Balanced

 

Conservative