Vice President, Portfolio Manager
BA, B.Comm., MBA, FCSI, CA, CPAmore
Toll Free: (888) 797-6212
Fax: (902) 429-8323
Our mission is to protect and enhance the wealth of our clients.
What we do is about more than just money management. We are committed to reducing risks, realizing opportunities and enhancing each client's well being. We strive to deliver clarity, discipline and focus.
"Investing success does not require a stratospheric IQ, unusual business insights or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework" - Warren Buffett
We provide sound intellectual framework and investment methodologies, individually tailored to each client. In doing so, we help strengthen the discipline of our clients, thereby eliminating the primary obstacle to investing success. Our emphasis is always on "investment" rather than "speculation."
"An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative." - Benjamin Graham
We strive to earn, protect and enhance the confidence of our clients by providing leadership and direction and creating and environment of full and forthright disclosure.
We use our creativity and experience to deliver unique capabilities and solutions to each of our clients.
Our Principles, Goals and Beliefs
Our chosen specialty is the financial services industry. Our goal is to operate on the highest level of integrity and professionalism. Our clients' portfolios are created with the objective of enduring value and are supported by an ethic of personalized service.
Our team believes that individuals need a sense of satisfaction in what they do, that success is derived from working cooperatively with mutual respect. We demonstrate our beliefs by setting an example within our team of treating each individual as we wish to be treated. Success comes when each decision we make as a team is supported by a clear understanding of, and a belief in, what we do.
Payson Hunter, Portfolio Manager, works together within a resource network of estate planning, legal, taxation and accounting professionals.