First and foremost, listen to the client. Then, build a portfolio that addresses the client's unique situation.
Our investment philosophy is driven by our belief that asset allocation is the key to long-term investment success. With this belief as our guide, we can tailor a wealth management plan to meet your unique investment needs; balancing your risk tolerance with your investment goals. In addition to this basic strategy, we have developed some portfolios which express specific strategic ideas:
The International Account
The Intercontinental International Account is a fully discretionary, separate account that invests…
Core Plus Portfolio
By putting together different asset classes with low correlation we can produce a higher yield than an investment grade bond portfolio with minimal increase in risk…
The Intercontinental Account
This portfolio is of great interest to risk-averse individuals, corporations and institutions…
