My Why - Making a Difference

My Why

Helping Clients Achieve Peace of Mind

My Why - Making a Difference

My Why

Helping Clients Achieve Peace of Mind

Our View: Working together with our clients

Our View

Working together with our clients

Our View: Working together with our clients

Our View

Working together with our clients

Our Difference: Managing your investment

Our Difference

Managing your investment

Our Difference: Managing your investment

Our Difference

Managing your investment

Your Legacy: Sustaining Wealth for Generations

Your Legacy

Sustaining wealth for generations

Your Legacy: Sustaining Wealth for Generations

Your Legacy

Sustaining wealth for generations

Our Mission

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Market Commentaries

  • Managing Today and Tomorrow, June 2014

    There are many ways to manage risk with respect to your energy investments. A recent interview with Martin Pelletier, one of the principals at TriVest Wealth Counsel, highlighted what to look out for when investing to help him manage risk with respect to energy investments. This is of increasing importance as the energy market is currently experiencing a pullback off of the highs set in June.

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  • Acquiring the Right Tools, May 2014

    Research analysts, portfolio managers, and traders alike use valuation metrics to assist them in analyzing if a stock is undervalued (trading below what it is inherently worth) or overvalued (trading above what it is inherently worth). This assists them in the decision to buy or sell a company at a given time. While we are believers in this kind of fundamental analysis, we also strongly believe that one should be cautious of such metrics and should not use them by themselves in their decision making process. This is because they don’t provide us with sufficient information about what we’re really trying to achieve.

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  • Too Much Noise, Too Little Signal, April 2014

    Individuals every day make investment decisions based on what they see/read/hear in the news. Media outlets tend to dwell and speculate on today’s news rather than taking the time to focus on the bigger picture. It’s difficult not to be influenced by this hoopla when it is all around you. The biggest problem that most investors encounter is the sheer volume of information. The irony of it is that the vast sea of news is meaningless to your portfolio.

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