We work closely with you to propose products well suited to your return objectives, liquidity constraints and risk tolerance. We have the experience to evaluate how an allocation to our alternative products could improve your returns while decreasing the risk and drawdown characteristics of your portfolio.
We discuss your financial goals and any income required from your portfolio. We work with you to determine the asset allocation and structure the portfolio as per your needs.
We send you our investment management agreement once you have decided to work with us. We make your transition seamless including working with your current advisor to transition your assets.
We optimize the fund’s returns in compliance with the agreed strategy. Our investment committee reviews the fund’s strategy and performance. We report on our clients’ investments.
The portfolio management team is available via phone, email, and in person, to address your questions or needs. We provide utmost importance to our clients in having the most relevant information.