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
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