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
Credit Card Usage in America
Americans love credit, and rightfully so—use someone else’s money to pay for goods and services and pay them back when the balance is due. But anyone who’s received a new credit card recently and actually flipped through the included mountain of paperwork may have noted the interest rate on unpaid balances. According to Lending Tree, the average credit card interest rate Americans paid in March 2024 was 24.66%.
You read that right: 24.66%.
True, this is unsecured debt, and rates are higher than they have been in a long time. Still, that is an extremely high borrowing cost if not paid off on time. The chart below gives you an idea of how credit card interest rates have trended in the past decade—in short, movements were relatively modest until 2022.
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