A pragmatic approach for better performance.
Did you know that, like us, most pension funds also use indexing to build their portfolios? The reason is simple: this approach generates above-average results!
We invest in all sectors, in the world's major stock exchanges and in over 1,400 bonds.
Nothing is left to chance in order to minimize and defer your tax bill as long as possible.
There is no need to predict market movements to take advantage of them. It is our rigor that makes all the difference.
Our clients know what they are holding, the returns they are getting, how much they are paying us and why.
* Starting portfolio of $250,000 and annual contribution of $25,000
Curious to learn more about the key financial concepts behind our decisions? Our specialists regularly publish educational content and share their expertise in various media. To make sure you don't miss anything, subscribe to our financial newsletter.
Quarterly review
So, here we are at last: the central banks have declared mission accomplished in the fight against inflation and have initiated a cut in...
Quarterly review
Momentum is one of the most powerful and persistent phenomena on the financial markets.