For clients who prefer to make the final decision on each investment in their portfolio, but appreciate benefits of advice from an expert, we offer a range of investment advisory solutions. Our dedicated client advisors identify the investment objectives, risk profile, investment time frame and any other specific constraints that our clients have. Based on this due diligence, we identify the most appropriate investment strategy specific to the client needs. Our investment team then monitors the markets, conducts financial research and analysis and identifies opportunities on behalf of our clients. The client advisor then proceeds to provide customized investment advice that includes:

  • Portfolio construction and allocation,
  • Market research and analysis,
  • Identification of market opportunities and commensurate advice
  • Review and rebalancing portfolio and managing risk