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This comprehensive approach incorporates the following services which, some of or all of, can be customized to your specific needs:
• Thorough analysis of investments and personal circumstances
• Development of investment policy statement
• Asset allocation and money management
• Personal service by a portfolio manager
• Limited number of client relationships
• Estate funding strategies
• Liaison with clients' professional advisors (lawyers, accountants, insurance)
• Ongoing client education
We place a particular emphasis on client's needs, priorities, objectives, income requirements, tax situation and risk profile in creating tailored segregated portfolios for each client. Our disciplined investment management focus is on capital preservation and integrity of the intergenerational transfer of family wealth.
Investments and services are offered through MAM Global Financial Services. © 2010 by MAM|GFS. All rights reserved.

Philosophy

Our strategic wealth management perspective is broader than traditional approaches to money management, and includes leading-edge strategies such as social, ethical and environmental (SRI) investing and innovative and low-risk estate funding strategies.