Alasdair offers a customized series of investment portfolios specifically designed to accomodate each clients' unique return requirements, risk levels and investment personalities.

We have engaged the services of Global Portfolio Review Inc., an investment consulting company, to structure this approach and provide extensive market research which is both unbiased and rigorous. Global Portfolio Review was formed by Kevin Kirkwood. Kevin holds the Chartered Financial Analyst (CFA) designation, a MBA and was formerly a COO of a Canadian securities firm. This wealth of knowledge has been brought to the investment program used in our office to help us provide you with independent, high-quality investment guidance.

As part of our investment approach we are committed to providing you:

1. Appropriate asset allocation-Asset allocation accounts for about 90% of the returns generated by a well-diversified portfolio.

2. Better investment selection-helps ensure that the managers we hire are doing what they should.

3. Investment Policy Statement (IPS)-sets the parameters of our relationship and keeps us focused on meeting your financial goals.

4. Regular monitoring of your portfolio means we can notify you quickly when changes need to be made.

We are pleased to offer you this methodical approach to investment management which we believe will benefit your investment portfolio for years to come.