We value the hard work it took you to build your wealth. Led by Portfolio Manager, Ted Velikonja, we're committed to helping you build an investment strategy that ensures everything you've worked so hard for is looked after and can be passed along to future generations, giving you more time to spend on what's important to you. Our disciplined value approach and global expertise is paired with a team of professionals driven to deliver to you a level of unparalleled service.
- A strong disciplined approach to value-based discretionary money management
- Quarterly reporting including regular face-to-face meetings
- High level service team that is knowledgeable and detail oriented
- Holistic approach- ensures that all aspects of the client's financial affairs are addressed as needed
- Regular communication and meetings with other professionals within the client's circle
