Our vision and ambition when we started was to be the dominant international broker dealer of quality product wherever traded in the world. Additionally, we wanted to build a company which we would always be proud to represent, while working with exceptional clients and people.
Code of Ethics
The Value of an Independent Financial Advisor
Our Investment Philosophy
A Long-Term Strategy
The market changes every day, but your financial goals rarely do…so your investment strategy shouldn’t either.We believe a long-term strategy is the best way to build and preserve your financial security. But remember that ‘buy and hold’ doesn’t mean ‘buy and ignore’. Together, we review your portfolio at least three times a year to make sure you’re on track to meet your financial goals.
After years of experience, we know that quality matters. Our Research Department recommends stocks, bonds and mutual funds that offer the potential for solid performance over time – through good and bad markets. We avoid investment fads and do not recommend options, commodities or junk-rated bonds. We believe these are too risky and will not deliver the performance needed to reach your goals.