information and resources we hope you find useful


Suggested action for clients:

  1. Work with us to take an inventory of your retirement essentials.

  2. Together we will identify any gaps that you may want to address.

  3. We will create a plan (which is also a forecast) of your resources and how they may serve you throughout retirement.  You will then:

  4. Possess more clarity about your potentialfuture needs.

  5. Have put your retirement resources to the “stress test”.

  6. Many of your anxieties and questions about your retirement plans will be answered.

The basic core portfolio is designed to protect retirement money and target a return that is in excess of current inflation, allowing you to keep ahead of the  cost of living at a minimum. 


The Defensive Growth Tactical Allocation Strategy is designed to capitalize on economic and market fragility, which has been brought about by central bank interventions, corporate debt levels, demographic shifts, business cycles and other factors.


These factors may express themselves as credit/ stock market events, potentially significant in the near term. The portfolio is a defensive yet opportunistic strategy.


This investment strategy can be combined with others to fit your needs. Please feel free to contact us if you would like to discuss and explore investment ideas and options.