As an independent financial advisor our sole focus is providing professional investment advice. We offer asset-based fees or hourly consulting. By minimizing costs and taxes to maximize return and minimize uncompensated risk we are committed to providing value that exceeds our fee. We believe that individual investors deserve the same thoughtful and rigourous investment management capabilities available to large institutional investors.
We bring the skills honed from decades of world-class portfolio management to you, focusing on what matters most to achieving your financial objectives - selecting investments that reflect your values and deliver the best mix of cost and performance. As a fee only investment advisor we do not sell investment product nor do we earn commissions on transactions or from the investments in your portfolio.
We bring the skills honed from decades of world-class portfolio management to you, focusing on what matters most to achieving your financial objectives - selecting investments that reflect your values and deliver the best mix of cost and performance. As a fee only investment advisor we do not sell investment product nor do we earn commissions on transactions or from the investments in your portfolio.
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Rob has been working in the investment field for over 25 years. Experience has taught him that individual investors don't always get the best advice and he is passionate about bringing optimal solutions to each client. For the last twelve years Rob has been a consultant to leading pension plans and asset management firms developing and managing investment strategies, building asset allocation models and leading product development.
How soon can we afford to downsize our careers or elect to fully retire and reasonably be expected to maintain our standard of living throughout our retirement years? Now that we are finally reaching our retirement years, how should we modify our investment plan to provide more stability and higher income at the expense of higher growth and volatility.
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