What is your core investment philosophy?

We believe in Counter-Cyclical Investing. Many of our clients—whether they are mining executives or business owners—already have significant wealth tied to a single, volatile source (their career, their company stock, or their business).

Therefore, we do not treat your investment portfolio as a place to take excessive risks. We view it as your "Safe Harbor." Our primary goal is to build a diversified, liquid portfolio that acts as a counterbalance to your career, protecting your purchasing power regardless of what commodity cycles or the local economy are doing.