AN ASSET MANAGEMENT FIRM GUIDING INDIVIDUALS, FAMILIES, AND BUSINESSES THROUGH EVER-CHANGING MARKET ENVIRONMENTS SINCE 2002.

Our mission is to offer our clients quality service and solutions best suited to their individual needs. With an uncompromising commitment to integrity and a strict adherence to ethical and professional standards, we employ our knowledge and experience with the aim of helping our clients preserve and grow wealth, in order to achieve their goals. By aligning our interests with our clients, we are all stakeholders in the pursuit of better returns through intelligent investing.

Our Services

Wealth Management

A comprehensive approach to wealth management, defining client objectives to
create a tailored investment solution.

Financial Planning

A collaborative and continuous process,
helping individuals and families achieve
their short- and long-term financial goals
through intelligent planning.

Institutional Equity Research

In-depth industry and company-specific
research in five sectors: Building Materials; Engineering & Construction; Telecom
Equipment; Global Logistics; Supply Chain
Non Asset/Cargo Asset Based.

Latest News

The Investor Insight - October 2024

Regardless of extended valuations, large-cap equities continued their upward trend in the third quarter. The “Magnificent Seven” (the moniker for a group of technology-related megacap stocks) have disproportionately led the rally for the past several years. That seemed to change this quarter: only three of the Mag 7 names beat the Index return (the rest were in negative territory). Mid- to small-cap equities, while bouncing nicely off their recent lows, continued to trail large cap—extending the longest underperformance period in history while sporting significantly lower valuations. In fact, small- and microcap indexes are still where they were more than three years ago, as seen in the two charts below. This is where we see the opportunities, given the lower valuation, historically prolonged period of underperformance, and additional rate cuts to come. Historically, small-caps have outperformed during rate-cut cycles.