Our Value Add

Fully customized programs, complete transparency, increased efficiency.

ACTIVE INVESTMENT & RISK MANAGEMENT

We are entirely focused on what truly matters to you - your needs, your wants and your concerns. We listen to your story, hear you out and then build your plan. We implement your strategy and pro-actively seek to adapt it to changing market conditions to ensure your goals and objectives are always achieved.

COMPLETE INDEPENDENCE

We are fully independent and service all our relationships on that basis.

OBJECTIVE ASSESSMENTS AND SOLUTIONS

We take great pride in acting as independent advisers for our clients. Our relationships are free of conflicts of interest and the solutions we recommend are not determined by internal sales quotas or the need to push certain products. Every strategy we craft is based on objective assessments of the market conditions and your overall situation and needs. 

INVESTMENT FOCUS

As far as we are concerned you have ONE single investment objective: maximizing return per unit of accepted risk.

KEEPING IT SIMPLE

We strongly believe that even the most complex financial needs and the most complicated financial plan can be simplified into one simple objective: maximizing the return on assets given an accepted level of risk. It is our job to do everything we can to achieve that objective in all and any market environments.

PERSONALIZED APPROACH

We don’t just build investment solutions. In consultation with you we build your own investment solutions.

CAN vs SHOULD, WANT vs NEED

Your portfolio will be structured not only based on what we as professionals perceive and understand as "market realities"; but also based on what you as an individual need, want or are capable and willing of accepting. We do not force anything upon you, rather, we present a range of suitable options and help you decide on the choice of best fit according to who you are as a person as well as an investor.

ACTIVE MANAGEMENT STYLE

We continuously adapt your portfolios to changing market conditions, including by building protection when needed or expanding income opportunities through the use of option-based derivatives.

ADAPTING TO CHANGE

We believe "no river flows in one direction", meaning no trend in any market, country, asset class or sector lasts forever. Markets move up, down or at times go nowhere and the stance you should adopt as an investor should reflect the prevailing market realities. 

GLOBAL MARKET ACCESS

Our liquidity providers offer access to hundreds of global exchanges and a complete equity, fixed income and derivatives product suite.

UNRESTRICTED OPPORTUNITY

All our liquidity providers offer unrestricted access to tens of global exchanges and hundreds of thousands of publicly traded equity, fixed income and derivative instruments. Provided suitability requirements are met, any such instrument can be added to your permitted investment universe.

PROPRIETARY TECHNOLOGY

We use proprietary technology and software to develop all our fundamental and behavioral rule-based models.

CUSTOM-BUILT TOOLS

We have developed proprietary technology that helps us mine extensive financial data in many unique ways. Our software is capable of systematically analyzing prevailing trends, including, relative strength patterns and deriving multi-layer portfolio structures at the asset class, industry/group and issuer level.

CAPITAL SAFETY

Your funds are always safeguarded and held in custody in your own name with high profile, IIROC regulated financial institutions and intermediaries.

TOTAL PEACE OF MIND

None of our solutions involve actual possession of client funds; your accounts are open and held in your name at a partnering custodian. All our custodians are reputable IIROC broker-dealers who operate under strict regulatory regimes. All accounts are protected against firm (broker-dealer) insolvency to the extent permitted by applicable laws and regulations.

NO LOCKDOWN PERIODS

We understand your options must remain open for a variety of reasons.

ABSOLUTE FREEDOM

Our service doesn't come with any strings attached. Our clients have the complete freedom to start and stop investing with any of our portfolios or programs at any point in time. There are no time commitments or lock-up periods - of the kind many DSC and back-end funds as well as hedge funds require - with any of our programs. 

SUPERIOR SERVICE

We are grateful for the trust you put in us and go at great lengths to provide you the best level of service and a truly predictable experience.

THE BUSINESS OF CARING

We fulfill our fiduciary duty to our clients not merely as a legal and contractual obligation but rather as a philosophy of life and daily business practice. Whatever your needs are, we undertake every effort and invest all our energy and resources to meet them. Our level of service reflects our belief that we do not only owe a duty of care but must remain in the business of caring.

RELIABLE FORECASTING MODEL

We reconcile market action with market fundamentals using reliable statistics in order to determine the position in the overall market and economic cycles.

COMPLEX ANALYTICS

Behaviorally, we work with the assumption that the markets are a fractal underlined by proportions widely met throughout nature. Fundamentally, we believe that there ultimately is convergence between market and intrinsic values in the long run. Where we get alignment between market behavior and market fundamentals, profitable opportunities arise.

PRODUCT BREADTH

We have the ability to customize our programs to different market segments and different types of mandates.

WEALTH, INVESTMENT & RISK MANAGEMENT

Our holistic system of capital markets research and analysis can be applied to multiple client types and myriad management mandates. Our ability to craft and implement custom-made programs for individual and institutional investors as well as corporations stems from our robust market access and our refined market expertise.

HOLISTIC PLANNING

Our network of reliable partners enables us to support you with all your financial services needs.

THE FULL PICTURE

We understand investment management is only one piece of your financial puzzle. In collaboration with our friends and close business partners we can assist with all your financial services needs, be it planning, insurance or mortgages.

TRANSPARENT COMPENSATION MODEL

We apply no front-load fees, no hidden fees and no deferred sales charges (DSC).

SIMPLICITY & EFFICIENCY

We charge for our programs and portfolios while we manage your money. There are no hidden fees, no deferred or front-load charges - you only pay for our service while you hire us to be your trusted investment managers. 

ALIGNED INCENTIVES

Our compensation model is transparent and fair. Our fees are tied to our performance to a significant extent.

IT’S GOOD FOR US IF IT’S GOOD FOR YOU

We charge management fees in such a way as to reduce the long-term performance drag in your account. We tie our compensation to our performance anywhere we can, aligning your incentives and ours to an extent few people find conceivable.

RISK MANAGEMENT FOCUS

The ability to control downside risk is the very foundation for preserving precious capital that can then be put at work to profit from upside potential.

PRESERVATION vs APPRECIATION OF CAPITAL

Financial forecasting, irrespective of the methodology involved, is probabilistic in nature. This is why capital preservation must come before capital appreciation on the list with financial objectives. Our risk management focus helps us maintain appropriate risk-reward ratios on your investments and is key to the long-term investment success you seek to achieve.

ALL INVESTMENT INSTRUMENTS

Our network of custodians and trading partners give us access to a very wide selection of global investment instruments.

GREAT FLEXIBILITY

We have organized our custodial relationships and network of trading partners to ensure we can cover all and any markets and products globally. We enjoy unrestricted access to stocks, bonds, options, futures, futures options, CFDs and FX products in extremely competitive terms (spreads and commissions).

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