RESPECTING THE REGULATORY FRAMEWORK
Performance defines our investment philosophy, and meeting the tax regulations of a client’s home country is absolutely essential. We ensure that our clients always receive the appropriate reporting documentation from our partner banks.
INDIVIDUAL TAX SOLUTIONS
With any investment, there’s always a way to optimize taxation, but it depends on a client’s individual situation and home country. When we meet with our clients, we look at any potential solutions to help minimize potential taxes, and we always utilize the utmost discretion on every account. Given the increasingly complex nature of tax solutions, however, we recommend meeting with professional counsel for final approval on any plan.
Independence
We have established a culture that promotes freedom to provide the best possible investment solution for our clients. Though fiercely independent, we pride ourselves on being interdependent when it comes to sharing strategies that benefit everyone.
Integrity
The core principle that guides our firm. We pledge to provide you with an investment experience based on honesty, transparency and high ethical standards. Integrity is of such importance that without it, the remaining core values are meaningless.
Innovation
In the rapidly changing investment world, we strive to create new processes and services based on leading edge technologies. Our goal is to continue to implement new methods and processes rather than relying on strategies that worked in the past thus initiating positive change for you.
