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We are currently in the midst of an unprecedented situation as the COVID-19 outbreak continues to rapidly evolve on a daily basis. As we navigate the uncertainties of this challenging time, the well-being of our staff, clients and the broader community remains top of mind.

At the same time, we continue to assess the rapidly changing investment landscape and make any necessary adjustments to client portfolios. We remain available if you wish to discuss how we can help you achieve your long-term financial goals. All of our investment professionals are available by phone or email, and will be happy to speak with you at your convenience.

In times of uncertainty you can trust that we will stick to our investment process and make research-based decisions about risks and opportunities. Our firm has navigated many periods of uncertainty over many decades.

Here we share information about how our firm is responding to the COVID-19 pandemic and how we are managing our clients’ wealth through this period.

Investing for the markets ahead

March 08, 2021 - Equity markets have rebounded at one of the fastest paces seen in history after COVID-19 dealt a historic blow to the global economy.

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