Products

Managed Brokerage accounts

Client brokerage accounts are held with reputable brokers appropriate for the client’s portfolio needs.

Managed portfolios

Customized portfolios to match the risk tolerance and time horizon and other criteria with frequent detailed reporting to assess the performance of the portfolio.
Participation in select local, regional and international offerings, consistent with the portfolio mandate.

Investment Reviews

We can perform an independent review of your investment portfolio.
Also, we can compare the structure of a portfolio to the investment mandate.