Investment philosophy
DRAFTING A SOLID PLAN
You have considerable wealth and wish to protect and preserve what you’ve worked hard to accumulate. You also want your portfolio to grow. By striking the right balance between all the factors involved, we can help you find an acceptable compromise that satisfies both objectives.
There are numerous instruments and products designed to help your assets grow. But exploiting their full potential depends upon matching them with the right experience and expertise. That’s where we come in.
FOSTERING GROWTH WHILE MINIMIZING RISK
Our investment philosophy is to seek long-term capital growth with minimal exposure to risk and volatility. Thanks to the expertise and experience of our team of professionals, you will enjoy an asset management approach that will deliver a perfectly diversified portfolio that is mindful of your risk tolerance.
We will rebalance your portfolio periodically to keep it in line with your Investment Policy Statement, in order to further ensure that your strategy remains optimal over time.
MANAGEMENT COMMITTEE
We are not the only ones involved in the management of your portfolio. We are backed by a management committee made up of members who are experts in their field and have extensive investment experience, which they’ve acquired through the course of both bullish and bearish markets.
Our decision-making process is solidly abetted by a variety of internal and outside resources who are among the best in the country. Internally, we are in constant contact with financial analysts and economists, our institutional services department and our capital markets group, to stay in lockstep with the global financial situation.
Equally important to our decision-making process is the information we receive from outside sources, including independent firms the financial community depends on for analysis and reports.
DISCRETIONARY INVESTMENT MANAGEMENT SERVICES
In a constantly changing world, the inability to find the time to manage and optimize your investments could leave you vulnerable. We can remedy this situation thanks to our extensive discretionary investment management expertise, which our customers enjoy today.
A seasoned portfolio manager will monitor your investments daily and track the best opportunities.
You’ll receive regular followups from our team, so you can stay on top of your portfolio’s performance, market changes and our investment strategies.
THE SIX STAGES OF DISCRETIONARY INVESTMENT MANAGEMENT
Environmental, Social and Governance (ESG) Factors
Our stock selection process incorporates environmental, social and governance (ESG) factors. We believe that companies that efficiently integrate ESG factors are able to create more long-term value for their shareholders than their competitors.
In addition, several studies demonstrate that companies that have ESG practices in place have better financial growth, more productive employees, lower expenditures due to greater efficiency. Furthermore, the studies show that those companies are less volatile and are less prone to legal actions and interventions.
OUR RESEARCH PARTNERS
Because financial aspirations and goals differ from customer to customer, part of our job is to find firms and partners that will produce results. In always striving to improve our services, we evaluate and select our collaborators with care.
Our selection process does take geographic borders into consideration, because what matters most is finding the right people for the transaction.
PRIVATE BANKING
The secret to our success involves, among things, being able to surround yourself with the best. Which is why we do business with the Private Banking team of professionals, who like us, strive for excellence and tirelessly seek to enhance the products and services they offer. Because they, too, specialize in wealth management, their cooperation and input enable us to fully meet our customers’ needs.
