About
Our firm consists of an experienced team of finance and investment professionals, founded in 2007, at the height of the global financial crisis. We provide bespoke investment advice and portfolio management services. We understand the role quality investment management plays in helping our clients grow their asset base, while managing risk to preserve investment capital, over the long term.
Clients
We manage investment portfolios for families and high net worth individuals. Our clients are intelligent decision makers who want a professional investment manager to oversee their portfolio managers or directly manage an investment portfolio for the long term. We pride ourselves on providing unique insights into financial markets and in identifying opportunities that provide value to clients over the medium to long term.
“In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it and investing it.”
– Peter Lynch, Fidelity Investments
