Core Principles

​

Our clients always come first; their needs are our primary concern. We will not immediately invest our client’s funds if we believe that market circumstances are unfavourable. We strive to ensure the securities of choice are bought at the best price possible, which sometimes means we must wait for the right opportunity to do so.  We do not charge investment management fees until we consider the portfolio to be entirely invested, regardless of how long this will take us. Our own capital is invested in the same securities, and as such there are no conflicts of interest.

​

We strive to exceed by offering best in class business standards with regards to compliance of industry regulations. Maintaining a high level of ethical integrity and best in class reputation within the investment community is integral to our organization, and we work diligently to uphold these principles.