Risk management is key in managing our client portfolios. A thorough knowledge of each client's specific set of needs and objectives enables us to tailor a portfolio for them which maximizes the potential for capital growth while minimizing the risk of catastrophic loss. While others may position their client for a “quick hit”, we believe that growing dividends and capital gains, avoidance of loss, and very low transactional expenses will ultimately yield superior results.
In order to ensure that our interests and those of our clients are fully aligned, our only source of revenue is from portfolio management fees as a percentage of assets managed, billed quarterly at the end of each period.
We do not participate in revenue from portfolio transactions, nor do we charge a performance fee common in our industry. Our sole interest is that of ensuring that our clients' portfolios, and their individual priorities are our priority.