about us

Priority to maintaining the long-term health and stability of our company will always be the most important responsibility we have. The leaderboard and the EERG’s (External Employer Resource Group) are always acting in good faith and taking pride in getting things just right.


our company mission

We serve our clients by providing investment strategies that deliver lasting value through a shared commitment to our patient investment philosophy, mid- to long-term perspective, disciplined approach and alignment with our clients’ interests.

  • To help investors to understand the environmental, social, fundamental and political impacts on investments.
  • To improve investors current or new accounts using a robust monitoring process to ensure that the investment strategies and objectives are respected at all times.
  • To use our open architecture structure to find, assess and recommend the best portfolio management team for each mandate.

Who We Are

Our purpose has always been straightforward: to empower our clients by enhancing their savings and wealth. We believe the best way we can do this is by applying our fundamental, mid- to long-term and patient investment philosophy. To support our company mission we have changed to an open architecture structure to deliver meaningful value-for-money solutions to our clients. Carefully considered decisions made with a long-term perspective are more enduring, reducing time spent fixing past mistakes and freeing us to make better decisions in future.