We provide our clients with a tailor-made solution adapted to specific needs considering risk tolerance, expected returns, liquidity requirements and tax or legal issues. Based on a client’s specific risk profile, the most appropriate portfolio will be created.
Through what we believe is a very rigorous Q&A process, we attempt to determine the most appropriate method to allocate assets taking into consideration macroeconomic, socio-cultural, technological, geopolitical and even demographic risk analyses. Unlike some brokers or asset managers, we do not invest in any in-house financial products but choose what we believe is the best mutual/bond funds, exchange traded funds (ETFs) or equities based on each client’s specific needs.
