Portfolio Management
Management by Objectives
We provide dedicated and personalized portfolio and investment management services to High Net Worth individuals and families.
As an independent boutique investment management firm, we are more responsive to the needs of our clients.
Our fee structure is based on creation of values: Low on fixed income assets, higher on equities, and we charge performance fees if returns are above 15%.
The Portfolio Manager that builds and manages your portfolio is and remains your direct contact at all times, unlike other firms that use Relationship Managers. This was a driving factor in our decision to create our family firm and later to expand our services to others.
Investment Management
Opportunistic and Value-Based
We use a global and an absolute-return approach to better manage risk and improve portfolio performance. Fees are low. We charge performance fees when returns are over 15% (hurdle rate) with a high-water mark.
A combination of qualitative and quantitative approaches are used to select and invest in securities.
Advisory Services
Strategic Centric Approach
We provide due diligence, act as an advisor on valuation exercises or review performances.
Although we do not invest in private equity for our clients, we can assist with the review of their private equity investment or acquisitions.
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