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Overview

We man­age sep­a­rately man­aged accounts which are invested in a mix­ture of global equi­ties, bonds and cash. After in-​depth dis­cus­sions with our clients, we tai­lor their port­fo­lios to their risk pro­files, time hori­zon, income require­ments, and social guidelines.

Our four com­pos­ites are com­piled from client accounts based on the appro­pri­ate bench­mark as well as on the account’s tax position.

  • Our Global Appre­ci­a­tion com­pos­ites are com­pared to an equity benchmark
  • Our Global Appre­ci­a­tion with Income com­pos­ites are com­pared to a bal­anced bench­mark of equity and bond indices.

Our expec­ta­tion is to do bet­ter than the cor­re­spond­ing bench­mark when it is falling and to do some­what worse when it is ris­ing. This is because we seek to avoid the risk of losses even at the expense of mak­ing more in good markets.

Please view our invest­ment results in con­junc­tion with the disclosures.