Intergenerational thinking for multigenerational horizons

We apply highly informed and diversified thinking to create and actively manage an investment portfolio for you, one that is poised to serve your family for many years to come.

In-house expertise

We never outsource investment decisions. Our investment committee – comprising Andrew, Scott, Stacey, and Alex – puts more than 70 years of collective industry experience to work for you.

Quality above all else

We are business owners, not speculators. We invest our own money and that of our clients in high-quality companies. We favour businesses with free cash flow and proven track records of success, especially those that pay shareholders dividends.

Built to last

Your portfolio is built for the long term. We take a macro view of the markets, striving to understand where the economy is headed. We take into account every relevant factor, from profitability to sustainability, in every investment we make on your behalf.

Innovative yet intentional

We are constantly reading and analyzing, bringing forth investment ideas from widely varying sources. Alex, Stacey, Scott, and Andrew meet regularly and frequently. Through consensus decision making, the investment committee proceeds with decisions all – not most – agree upon. We then adjust your portfolio as needed, always balancing opportunity and risk.

When no one is around to challenge you, you can fall victim to circular thought. That’s a very dangerous thing in investing. In being accountable to one another, we are accountable to you.

– Andrew Horton, Senior Portfolio Manager & Wealth Advisor