Investment solutions

 

Depending on the size of your account, your risk tolerance and market conditions, we use a variety of products to satisfy your financial goals. We construct your portfolio on a traditional, non-discretionary basis, which means we obtain your agreement before making any transactions on your behalf. We make recommendations for these accounts but you maintain ultimate control over the investment decisions. These accounts can hold virtually any investment vehicle, including stocks, bonds, mutual funds, managed money, and GICs.