Defensive Capital Protection & Preservation Solutions

OUR SERVICES

Our top down approach offers you added peace of mind, as we are constantly monitoring and evaluating all potential shocks and hazards to the global markets, making you a proactive investor. As we have extensive contacts and experience in analyzing corporations we are better equipped to provide you with individual stock selection than most other money managers who only rely on analyst coverage.

In addition we have partnered with select money managers to further provide you with an institutional range of options for your wealth management needs. What sets us apart is we ensure there is cohesion amongst all the investments within the portfolio – thus if we believe we are entering into an economic slowdown we will ensure that all companies within the portfolio (including those handled by a third party) are recession defensive as possible. We will ensure that the smallest of details within your customized portfolio statement are in line with your needs and ideally exceeding your expectations.