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Investment Process


Each client’s individual goals and objectives are thoroughly explored, using a questionnaire and personal discussion as the basis in constructing a fully suitable investment portfolio.


  • Strategic Asset Allocation is the key to achieving investment targets, while minimizing risks where possible. Asset allocation involves selection of asset classes (equities, fixed income, and cash equivalents) and sub-classes (large, mid- and small capitalization, value, growth and blend).
  • Diversification entails usage of adequate numbers of investments within each asset class, both domestic and foreign, to minimize risk.
  • Re-balancing: As target asset allocations vary beyond set limits, portfolios are re-balanced to the original targets. This process forces the discipline to buy low and sell high.
  • Monitoring the client’s circumstances on a regular basis helps to ensure continued suitability.

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