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.