Tailored Investment Solutions
Our professional financial advisors provide a high-quality service for those seeking a customized investment portfolio. Your funds will be allocated to top-tier managed investments from a diverse selection of fund managers, both within the U.S. and internationally, all rigorously vetted against strict industry standards. Your portfolio will be actively managed to optimize long-term growth and returns.

Building the right solution for you
Your financial adviser will work closely with you to take you through the following process. They’ll deliver a tailored solution that meets your individual requirementsPhase 1: Understanding
Understand your wealth objectives, preferences, risk tolerance and risk capacity.
Phase 2: Investment strategy
Create a tailored investment strategy and strategic asset allocation that reflects these goals and appetite for risk most appropriately.
Phase 3: Fund selection
Select the best-of-breed fund managers in each asset class aligned to your requirements.
Phase 4: Portfolio construction
Construct and maintain a customised portfolio that is in line with this investment strategy, and optimally positioned for current market conditions.
Phase 5: Reporting and Review
Regular reporting on your portfolio, tactical asset allocation as required and annual reviews. Online access to your portfolio so that you can review your investments at any time
Strategic Asset Allocation
Fund Manager Research
When analyzing funds, we assess key components of the investment approach, and our consultants conduct in-depth interviews with the professionals responsible for financial decision-making.
Your advisor will curate a best-in-class selection of funds for your personalized investment portfolio.
- Firm ownership structure
- Experience of the investment team
- Decision-making framework
- Risk management and regulatory compliance
- Firm culture and ability to execute investment strategies effectively
- Operational efficiency and transparency