Are You Ready for Your Portfolio to Make a Difference?
Investing with Your Heart
Investing for Impact
As a wealth management boutique, our primary responsibility has always been to assist our clients in navigating safely through the different phases of their financial journey.
Clients decide where they want to go, we provide a sound navigation plan to safely get them to their destination.
Our firm has always strived to mitigate risk in order that our clients can achieve their financial and personal goals. We design portfolios and adopt investment strategies that can provide risk adjusted returns - risk management is one of our core beliefs and will always drive our investment selection process.
The core values in our society are changing drastically, especially when it comes to the environment, social relations and how we interact with our institutions, private or public. These changes in values should be reflected in our investment portfolios/strategies. We can all become catalysts of the change to a more balanced environment and become more socially conscious of the long-term effects for future generations.
That can be achieved in many ways, but in our business, we can simply redirect our investments toward companies that have aligned themselves with more socially responsible investment principles.
As a matter of fact, some studies have shown that incorporating these principles can provide better risk-adjusted returns, simply because the companies that operate based on these principles are mitigating the risks they take by reducing and/or avoiding exposure to certain companies, industries and practices that promote and/or increase social inequality and environmental degradation.
We have been assisting you with your investment needs for several decades, now we sincerely hope that you will support our commitment to socially responsible investing based on ESG principles, an investment philosophy driven by three main pillars: Environmental, Social and Governance. We believe this action will help to reshape our society to one that is more environmentally and socially balanced.