Are you comfortable working with and delegating day-to-day decision making to professionals whom you trust?
Do you prefer to collaborate only on strategic level decisions and objectives, and let others handle the details, implementation and monitoring?
Do you have a busy life with little time for monitoring your personal finances?
As you manage the complex demands of your personal life, career and interests, let us handle the investment complexities. By delegating the day-to-day responsibility for investment portfolio management, you gain the time, energy and freedom to focus on your own passions in life.
Delegation does not imply loss of control. We begin with the mutual development of an Investment Policy Statement (IPS) that gives us a clear picture of what you want to achieve with your investments and your tolerance for investment risk. Together, we specify your target asset allocation and target rate of return, and then your portfolio will be managed in accordance with the IPS under a limited power of attorney. We will have no withdrawal powers over your account.
For us to enjoy a successful professional relationship, it is important for you to be willing to stay with an investment process even during the inevitable times when the markets are not performing well. You must have the desire to delegate the day-to-day investment decision-making process so you can free up your time for those activities which bring you happiness.
And we ask all of our clients to honestly and openly communicate with us, because this is the key to success in a professional relationship.