Barry Hirowatari, CIM, FCSI
Senior Portfolio Manager
Amanda O’Reilly, CFA
Always work in the client’s best interests.
Earn and maintain trust.
Listen to the client, determine their needs, and record their investment objectives.
Stay vigilant and maintain a robust sell discipline.
Place assets where there are positive trends rather than staying with minimal return.
Be tactical, there are times when it is wise to reduce equity exposure.
Deliver full performance and asset allocation each quarter.
Invest in the same securities as the clients and have “skin in the game”.
Always execute the client’s orders first.