Fully customized portfolio

 

Grounded in well-established investing best practices, we develop a strategy unique to you, and then execute with customized portfolio construction, monitoring, and rebalancing.

Advanced

When it comes to your investments, there really is nothing we cannot do. With Scott’s experience and deep relationships within RBC Capital Markets, he is able to deliver advanced, institutional-level trading services, including but not limited to options.

Calibrated for value

Following the wisdom of Warren Buffett that “price is what you pay, value is what you get,” we are value investors through and through, forever seeking what we determine to be a good deal. We ensure your portfolio always owns quality companies that meet the highest standards.

Structured

We place emphasis on your portfolio structure, not just on the individual companies therein. We create a long-term asset allocation suitable for each client’s individual return objectives, personal risk tolerance, and holdings preferences (aligned, for instance, to ESG considerations).

Dynamic

We pay vigilant and continuous attention to the state of your portfolio. We watch for negative developments, adapting quickly and strategically as needed in an ever-changing economic and market environment.

Disciplined

We take a business-like approach to a task that is too often emotionally driven. We set and follow specific criteria for buying and selling individual investments based on clear logic and reasoning.

Thoroughly researched

When you don’t skip your homework, you don’t miss opportunities. We read every prospectus and review each fact sheet so we can make tactical moves for you.

Backed by expert advice

Leaning on expertise across RBC and beyond, we are able to guide and consult our clients through a current and highly informed point of view.

Innovative

We integrate complex, sophisticated ideas and capitalize on little-known opportunities from listed securities in all major global exchanges.

Our investment approach allows me to do what I do best: invest actively on your behalf and create value for you and your family.

– Scott C. Murray