As an independent financial advisor our sole focus is providing professional investment advice.  We offer asset-based fees or hourly consulting.

By minimizing costs and taxes to maximize return and minimize uncompensated risk we are committed to providing value that exceeds our fee.

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We believe that individual investors deserve the same thoughtful and rigourous investment management capabilities available to large institutional investors.  

We bring the skills honed from decades of world-class portfolio management to you, focusing on what matters most to achieving your financial objectives - selecting investments that reflect your values and deliver the best mix of cost and performance.

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As a fee only investment advisor we do not sell investment product nor do we earn commissions on transactions or from the investments in your portfolio.