Three Questions Drive Our Unique Investment Process
What are my goals?
Our investment process starts with you. We want to understand your goals – the reason you’re investing. We look at what you are trying to achieve and build a strategy around risk, investment structure and time frame. Goal based investing is proven by research to improve investment outcomes by encouraging optimal behaviour and more precise wealth management.
How much risk should I take?
We understand that no two investors feel the same way about risk. Some take a long view and are unperturbed by the market’s ups and downs. Others are more cautious but are willing to take calculated risks. By learning about your goals and building a roadmap, we’ll guide you to an asset allocation that reflects your risk tolerance as well as your objectives.
How do I stay on track?
Life and the financial markets have something in common: change. That’s why it’s essential to follow a well-defined process. We’ll monitor everything that can affect your investments — and we’ll make adjustments as needed.