INDEPENDENCE

• To remain independently owned thus ensuring intergenerational success.

PERSONAL SERVICE

• In order to provide our clients with personal attention and tailor-made portfolios we need to understand their core requirements, values and expectations, as well as their concerns and fears. A successful portfolio management strategy requires that we truly understand these aspects, which require both time and meaningful interaction.

CONSERVATIVE, LONG-TERM INVESTMENT STRATEGY

• We specialise in the management of retirement capital and endeavour to provide inflation-beating returns with moderate levels of risk. We value and insist upon long-term relationships with our clients recognising that there is no foolproof way to achieve above-average performance over the short or medium term. We treat as a top priority our clients and their families well being.

TWO-WAY PARTNERSHIP WITH OUR CLIENTS

• As with any successful relationship we believe in ongoing, informative and honest communication with our clients. To be involved in the management of their own affairs, our clients receive regular communication ensuring they are always kept up-to-date on the performance of their investments, in addition to general issues affecting the investment market.