Our philosophy is to preserve and enhance client wealth and to manage risk and achieve growth by investing in securities of superior value and quality.
We are conservative, risk-averse investment managers. We manage risk by ensuring that client portfolios are diversified across asset classes, geographies, industries and companies. The asset mix - cash, fixed income and equities - that we select is determined by the current investment environment and circumstances and risk tolerances of each client.
The related services are: