Client Experience

Building Long-Term Relationships

We have relationships with many of our clients that started more than two decades ago. We understand their financial goals and risk tolerances, and we invest accordingly. Whether a client’s investment objectives are best met with a proprietary fund or through a segregated account structure, we work to find the best solution.

Reviews with Portfolio Managers

We think it is important to keep clients informed, and accordingly, provide direct access to our portfolio managers for reviews and ongoing communication. We also host educational seminars on various wealth planning related topics for clients and their family members, send monthly performance information on portfolio holdings, and send quarterly market updates, written by our investment team, so that our clients can stay informed.