About us

We are an independent discretionary investment counsellor and asset management firm that has been serving the needs of individual investors and organizations since 2006.

Misson

Our mission is to provide well-diversified investment solutions that are designed to protect capital, exhibit lower volatility, produce income, and achieve long-term growth, without exposing our clients to unnecessary or excessive risk.

Core Values

Our disciplined investment management process alongside our core values of Performance, Integrity, Teamwork, Community allow us to consistently deliver best-in-class investment management services.

Stewardship

We have provided our clients with robust and resilient long-term investment returns using our process-driven approach without exposure to unnecessary risk.