Our Services
Conserving Capital
Getting the Edge

Active Wealth Management

As well as performing strategic asset allocation to help clients achieve their long-term goals and objectives, I believe strongly in disciplined technical rebalancing to manage the ongoing flux caused by unpredictable global economic and geopolitical cycles. The greater a person’s wealth, the more we must be vigilant of these forces. I make it a top priority to remain informed about global financial markets.

Starting from the ground up, I develop portfolios personally customized to each investor’s unique needs. Although I am not a day trader, I research and seek favourable trends and accumulate equities in those sectors, always obeying my stop-loss targets. A disciplined, unemotional approach is essential in portfolio management to help us avoid panic selling and over-confident buying.