Portfolio Management 

As Portfolio Managers, we are dedicated to managing your account to meet your individual needs. As Discretionary Portfolio Managers, we are able to make timely investment decisions on your behalf to take advantage of market opportunities as they arise. 

​​​​​The Private Investment Management (PIM) Advantage

Discretionary Management 

Investment decisions can be made in a timely manner without the delay of having you approve a trade before execution.

Disciplined Investment Approach

We are guided by a mutually agreed upon Investment Policy Statement (IPS).

Delegated Responsibility

You are freed from making day to day investment decisions as the mandates are discretionary.

Fee Transparency

The management fees that you pay are predictable and transparent, and based on asset levels 

Detailed Reporting

Consolidated Quarterly Performance Reporting and consistent contact from us insures that you are kept informed of the performance of your portfolio. 

Tax Efficiency

The management fees that you pay may be tax deductible for non-registered accounts.

Governance and Oversight

With Firm supervision of your portfolio in the PIM program, you can be confident that investments are managed in accordance with your goals as determined in the construction of your IPS .