Investment Management

We are in a new investment world with high valuations and rising interest rates, where the traditional 60/40 portfolio may no longer be the best long-term approach. Under this new market, we believe that global diversification and superior income generation are the best approach to limit your risk and we strive to achieve a level of return needed to meet your financial planning goals.

Our portfolios may include a selection of domestic and international stocks and ETFs, domestic and international fixed income securities and funds, and other opportunistic investment alternatives depending on your risk levels and needs. [Learn more about your risk profile.]

We believe in planning first. As part of our financial planning process, we work with you to determine the best suitable investment portfolio. Once this is done we prepare, for your approval, a set of investment documents as our guide to managing your investments.

Portfolio Structures

We utilize four principal strategies, each based on specific investment premises that also define the material risks of the particular strategy.

The four strategies are:

  • Global core equity dividend strategy - based on the assumption that over reasonable periods of time, dividend stocks will have an overall higher rate of return than non-dividend-paying stocks. Further diversification is kept simple through ETFs (exchange traded funds)
  • Fixed income investment strategy - based on the premise that rising interest rates present a new challenge for investors. Research depth is a primary consideration with the selection of investment managers and mutual funds.
  • Alternative investment strategy - counter expected market volatility by finding investments other than traditional stocks and bonds which produce different return patterns.
  • Specialty investment strategy - investing in temporarily undervalued assets, as well as trading at optimum times.

It’s certainly true that one can learn a lot by looking at how markets have performed over time, but they are not predictable. We do not chase trends or look solely at historical returns. We use research, analysis and long-term strategies to ensure that we can help you meet your investment goals.

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