Our Commitments

We are self-owned and not controlled by any other organization. As a consequence, our advice is totally impartial and objective. The sole business activity of our Firm is the provision of asset consulting services to institutional clients.

Since 1994, we have fostered a culture of motivated accountability coupled with enthusiasm for what we do, which we believe is wholly exceptional. We have earned the trust of our clients by aligning with and protecting their interests.

Our aim is to provide each client with the same level of attention and service. We build strong working relationships, characterized by good chemistry and compatibility, to ensure a strategic partnering with clients as opposed to an outsourced arrangement. We act as co-fiduciary.

Our mission statement is as follows:

"To adapt to ever-changing global capital market environments while delivering value added solutions that meet the highest standards, creating confidence & trust reaching beyond the traditional investment consulting relationship."