What we do & don’t do
We do provide investment management. This means we manage money for you on a discretionary basis.
We do not provide accounting, legal or fiscal advice or banking services for you or your business. We can certainly direct you to specialists who provide those services and will be collaborate with them at all time to better service you.
We do replace your current financial advisor or money manager, unless your investable asset is extensive and you’ve decided to work with us to diversify and have more than one portfolio manager.