Message from Ed...
Truly Active Managers Outperform Being Different is Key
The popular opinion among investors supported by many studies claims that most fund managers underperform their index, so you are better off just read more
Ask any of our clients what it is about us that they believe separates us from other advisors. They’ll say “They tell me what I need to hear – not what I want to hear.” Often the best advice isn’t the most “popular advice”. It’s harder to dispense but it’s the right thing to do.
Our business focus is on comprehensive financial planning and not on the sale of products. Products are merely tools to carry out the plan. Our team invests 25 to 30 hours in you before we even take you on as a client. We dig deep to understand how you value money, how it fits with your life plans, what risk means to you and your beliefs about investing. You’ll have different financial objectives at every stage of your life. Thorough planning well in advance will make every step easier.
What’s On Your Mind Right Now?
- Reducing your income tax
- A secure retirement
- Debt management
- Money is too tight
- Finding money to invest
- Effective Investing
- Affordable children’s education
- Inexpensive appropriate insurance
- Estate planning
- Small business tax planning
A professional written plan that encompasses any or all of the above will give you the peace of mind knowing that you’ll have security, freedom and choices.
We Take our Own Advice
We take our own advice. We recommend to our clients the same investments (with “All Star Fund Managers”) and strategies (such as the “Smith Maneouvre” and “Cash Dam”) we use for ourselves. How many advisors can say that?
