We seek to become your trusted advisors with a focus on wealth preservation and creation.
Our primary focus is on Wealth Management with solutions across asset classes:
Financial assets
Real estate
Commodities
We also partner with our clients on wealth creation by offering integrated advisory services with strategic consulting – including Tax, Legal, Financial and Business Solutions. Our Positioning
“We seek to become your trusted advisors with a focus on wealth preservation and creation”
Values
Uncomprising levels of integrity
Transparency
Long Term Relationship
Established Track Record
Non Transactional
Open Architecture
No in-house products (No conflict of Interest)
Transparent fees
Client Centric
Solutions driven by client goals
Proactive Ideation
Value for money
Low cost solutions for broad market returns
Performance based fees for alpha generation
Our Investment Philosophy
Investors should always keep in mind that the most important metric is not the returns achieved but the returns weighed against the risks incurred. Ultimately nothing should be more important to investors than the ability to sleep soundly at night
-Seth Klarman