Investment management is constructing a portfolio to match your investment objectives. Our clients usually have three objectives depending on their goals. They are:

  1. To grow their assets for retirement
  2. To generate an income during retirement
  3. To keep pace with inflation for assets designated for the next generation.

For our growth clients, we use a portfolio of 5 to 7 high conviction funds, that are pure asset class funds. This means our funds do not overlap in their investment choices which provides optimized investment returns. Each fund holds 25-45 companies that are carefully within their sector mandate.

Most of our retirement clients are looking to generate some investment growth with limited risk to market corrections. We have a short list of 3 funds that have a proven track record of performing well in down markets, while still providing long term growth.