We provide investment advice across a broad range of assets including equities, fixed income, real estate, commodities and currencies.  We recommend investments in both marketable and non-marketable securities.  In the case of marketable securities, we provide access to global stock, bond, options and futures markets.   In the case of non-marketable securities, we may recommend investments in private equity and hedge funds.   We deliver custom strategies for our clients that take into consideration our client’s unique circumstances. 

 

Pursuant to our investment mandate, we take responsibility for investing assets and/or advising clients with respect to their investments on a regular and ongoing basis.  We adjust our client’s portfolios in response to any number of factors, which may include: valuation, company specific information, market sentiment, micro or macro-economic changes and technical analysis. 

Investment Advisory Services

 

We offer three types of investment advisory services: