With over 40 years of combined experience, we can proudly say we have seen it all. From the .com boom and bust to the Global Financial Crisis, to corporate scandals both locally and internationally.
We have continually been in search of an investment solution that works for you the client. The ugly truth is that most investment products make money for the company offering those products, and not for the clients, they are meant for. Returns are so often eroded by high fees while the risks often outweigh the returns.
We have spent the last few years developing investment products that put the client first. These products needed to be low cost, globally-diversified and, importantly, they needed to generate good risk-adjusted returns. In the end, we BOTH need to sleep at night.