A disciplined investment approach to help build your wealth

In Mary’s Own Words

“With a black belt in karate, I remain competitive in the sport. I often credit my ongoing dedication to martial arts as transforming the way I approach investing and managing clients. In other words, the rigor and discipline I apply to karate is easily transferable to the world of investing.”

“This unique and innovative mindset/approach to investing – which is embraced and put into practice by our team – is what sets us apart.”

“We employ rigorous methodology and risk management practices to build and monitor our discretionary portfolios. This approach aims to extract any emotions from the investment process. This key objective favours the use of exchange-traded funds (ETFs) that demonstrate a fixed index or rules-based methodology. In addition to their flexibility, liquidity, and transparency, we ensure that our ETF products have low management fees to help increase the return potential of our portfolios.”

Our portfolios are built and managed based on a consensus view of the investment environment, which we obtain by reviewing research from a variety of institutional and retail sources.

This disciplined investment process can be described as follows:

  1. Conviction in and respect of our methodology
  2. Use of exchange-traded funds (ETFs) and other low-cost investment vehicles
  3. Active risk management, including currency
  4. A well-built portfolio to maximize diversification
  5. Cost effectiveness through tax management

All portfolios are rebalanced at regular intervals in accordance with our investment methodology and risk management.