Our Clients
Understand the importance of good governance
◈ Recognize the risks that conflicts of interest pose to achieving their investment objectives.
◈ Insist upon safeguarding of assets.
◈ Value reputable custodians and the separation of the investment management and custodial functions
◈ Hold advisors accountable for their results.
Thoughtful in investment approach
◈ Take a longer term perspective and appreciate the value of long-term compounding.
◈ Focus on mitigating the risk of purchasing power erosion in the long run over short-term volatility.
◈ Recognize that experts matter.
Focused and engaged
◈ Periodically review their portfolio and seek relevant information to evaluate results.
◈ Willing to make changes when necessary.