Clients can expect:

  1. An investment policy outline which drives as risk management decisions
  2. A specialization in securities and instruments that:
    1. Are well understood and researched
    2. Enjoy balance sheet strength
    3. Provide tax effective income
    4. Have a reasonable track record of success
  3. Investments are liquid. Effectively there's little concern about selling or redeeming securities in the marketplace on a daily basis
  4. We look for tax effective income streams in our investments. Particularly in a low inflation, low interest rate, and slow growth economy.

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