Direct Client Investments

Investment approach

Our approach is highly customized to each portfolio’s investment objectives. Our Direct Client group has broad cross-market expertise and long-term experience interacting with financial intermediaries, attorneys and accountants in addressing client-specific issues such as tax considerations, estate and planning issues, gifting, and retirement and pension factors.

We work directly with clients and their advisors to construct customized portfolios designed to achieve their investment goals. We manage our portfolios with a long-term outlook and we seek to preserve and enhance the capital base while achieving a tax efficient risk-adjusted total return.

Key Characteristics

  • Individual and family-oriented approach
  • Specialized portfolios and strategies
  • Tax efficient investing
  • Diversification
  • Long-term strategic investment horizon
  • Identify short-term tactical opportunities
  • Portfolios developed in synergy with other investments