TIME-HONOURED VALUES AND PRINCIPLES GUIDE OUR APPROACH
Trustworthiness, integrity, discipline, conscientiousness, clarity, farsightedness—these values ground our success and help us steer a moderate course through turbulent markets. We apply time-honoured principles of hard work, relentless research, conscientious attention to detail and unremitting efforts to deliver on our commitments to you. We hold ourselves to standards of absolute integrity as we dedicate our efforts to achieving outcomes that are in your best interest.
We have the academic training and practical experience in the field to navigate the complex world of investing on your behalf. Every partner and portfolio manager is a Chartered Financial Analyst (CFA).
Our proprietary investment philosophy is called Checkmark InvestingTM. We construct a diversified portfolio designed to bring you the rates of return you need to meet your goals, and carefully control risk through our unique risk management discipline.