Management

The first step consists of developing an investment policy statement that is clear, that thoroughly reflects the client’s objectives & risk tolerance and that addresses the following constraints: liquidity, time horizon, taxes, legal aspects and personal preferences.

We carefully follow the evolution of every investment portfolio to ensure that the investment policy is respected.

For every new client, we will take the time necessary to invest or rebalance the portfolio. We do not create opportunities, we only attempt to identify them.