Frequently Asked Questions
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Investors’ funds are held in segregated accounts, meaning completely separate from the company’s accounts. Investors’ funds are kept by ICC Intercertus Capital Limited in first class banks.
An Investment Advisor is a professional that works for you to create an investment portfolio that is best suited to meet your individual needs. Not all Investment Advisors are created equal. It is important to choose an Investment Advisor who can meet your specific needs and deliver solid returns with good service.
Our strategy is based on a long-term disciplined approach to investing. After reviewing your Client Profile and completing the client interview process, we can develop a portfolio and asset allocation strategy to meet your individual needs and tolerance for risk. We use tactical asset allocation in our ongoing management of your portfolio.