Service

Private Portfolio Management

  • Our Private Portfolio Management service is available to individuals, holding companies, trusts, and estates with investable assets greater than $750,000.
  • This service involves a highly flexible, customized approach to managing well-diversified investment portfolios. Portfolios are composed of high quality government/corporate bonds, preferred shares, dividend-paying stocks, and opportunistic stock positions. Client portfolios are tailored and managed in accordance with client specific investment needs, lifestyle goals, and financial circumstances.
  • We stress regular, quarterly meetings for Private Portfolio Management clients. During these meetings we thoroughly review their portfolio holdings and discuss financial markets. This allows us to share our views of the financial markets, offer insight into our investment process, and provide full reporting transparency.


“The accumulation of wealth is a process, not an event.”

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