Our core values drive our investment process.
We are active managers constantly looking for ways to improve how we manage our clients’ portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the individual and corporate investor. We believe our clients deserve this level of service.
Practically, we provide:
While the definition of ‘nimble’ means our investment positioning can change at any time, currently we believe in a simple allocation to: 1) Gold, silver and other precious and rare-earth metals and minerals, 2) high-quality stocks located in stable and solid countries (i.e. Canada, Australia, emerging markets, etc) and 3) very short-term fixed income investments (to protect against defaults, sovereign debt crises, and rising interest rates) and real-return fixed income investments. We are constantly looking for ways to improve how we manage our clients’ portfolios (to protect against monetary inflation and select asset-price inflation). A defensive posture is a must. However, we believe we can provide superior risk-adjusted returns for our clients. In order to maintain purchasing power for our clients, we need to!
If you would like to see our current portfolio allocations or if you’d like to learn more about fee-based investing, please contact us to set up a time to meet. We believe a face-to-face meeting is the best way to determine if there is a good ‘fit’ between us and if we can work together. We certainly hope there is… and it’s worth the ‘investment’ of your time to find out!
For our current market outlook and opinions, click here to read some recent publications.
If you would like to get started and would like us to manage your portfolios, please contact us. You can prepare for meeting with us by completing our Client Questionnaire and Investment Strategy Questionnaire.