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Investment Management Services
We provide investment management across a broad range of assets including equities, fixed income, real estate, commodities and currencies. We invest in both marketable and non-marketable securities. In the case of marketable securities, we trade global stock, bond, options and other listed derivatives markets. In the case of non-marketable securities, we make and monitor investments in private equity and hedge funds.
We deliver custom strategies for our clients that take into consideration their unique circumstances. We actively manage portfolios on an ongoing basis with discretion pursuant to our mandate. We take responsibility for our performance; providing custom performance reports across all accounts.
We offer both discretionary asset management and supervision of third-party investment managers.
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