AN ASSET MANAGEMENT FIRM GUIDING INDIVIDUALS, FAMILIES, AND BUSINESSES THROUGH EVER-CHANGING MARKET ENVIRONMENTS SINCE 2002.

Our mission is to offer our clients quality service and solutions best suited to their individual needs. With an uncompromising commitment to integrity and a strict adherence to ethical and professional standards, we employ our knowledge and experience with the aim of helping our clients preserve and grow wealth, in order to achieve their goals. By aligning our interests with our clients, we are all stakeholders in the pursuit of better returns through intelligent investing.

Our Services

Wealth Management

A comprehensive approach to wealth management, defining client objectives to
create a tailored investment solution.

Financial Planning

A collaborative and continuous process,
helping individuals and families achieve
their short- and long-term financial goals
through intelligent planning.

Institutional Equity Research

In-depth industry and company-specific
research in five sectors: Building Materials; Engineering & Construction; Telecom
Equipment; Global Logistics; Supply Chain
Non Asset/Cargo Asset Based.

Latest News

The Investor Insight - January 2025

As we closed out 2024, the Federal Reserve delivered a surprise at its mid-December meeting. While it cut 25 basis points, it also provided guidance for only half the number of rate cuts expected for 2025, something the markets had possibly priced in given the pullback since the meeting. Both bonds and stocks have suffered double-digit pullbacks since, a trend that continues as of the writing of this commentary.