Bespoke Centralized Services
As wealth increases, so do the needs of our clients. We provide tailored support with internal partners, and Chartered Professional Accountants, offering specialized solutions for high net worth families.
Performance Reporting
Portfolios are constantly monitored and performance is assessed with the client on a regular basis according to the client's wishes (often on a monthly or quarterly basis). Our portfolio management software allows for a wide range of reporting capabilities that can be tailored to any individual needs. Portfolio performance can be appraised over varying time frames including monthly, quarterly, annual and since inception. Accounts can also be assessed individually or combined with other accounts for a consolidated overview.
Portfolio Design and Monitoring
Portfolios are constructed based on an asset allocation strategy that best suits the client's needs, objectives, tax status and risk tolerance. The allocation between equities, fixed income and cash instruments will be a key determinant in portfolio variability and rate of return. Once a portfolio is created it is then monitored closely to ensure that the individual holdings perform as expected and that the overall asset allocation thresholds are maintained. Where a change in an individual security or overall portfolio strategy is deemed necessary any recommended adjustments to the portfolio will be communicated directly to the client and acted upon immediately.
Financial and Estate Planning
Comprehensive advice is provided to clients regarding innovative retirement and estate planning products and services. Financial planning software is utilized to provide pro forma consolidated net worth statements, retirement cash flows, estate value estimates and inter-generational financial planning.
3 Ring Rule
In a world of endless call center waiting queues, we pride ourselves on being promptly available for our clients. We have an internal team rule to not let the phone ring more than 3 times, and to avoid clients needing to use voicemail during work hours at all costs. By providing white glove, elevated service we are dedicated to the needs of each individual investor.
Custodial Services
As your custodian, we provide a secure facility for the safekeeping of your stocks, bonds and other securities. We ensure that your assets are secure and recorded accurately in our custody system. Additionally, our comprehensive automated software system ensures that all dividend and interest payments are correctly received and deposited on the payment date.
