What We Do

We're all about sound investment advice, of course! But you’ll walk away with a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum and how to create a legacy.

Bigger picture advice

Our approach is to look at everything from investments to risk. All with your bigger picture in mind.

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Proven process

Guiding you through our advice process every step of the way - all the information needed to reach the best solution.

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Portfolio science

Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.

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We achieve great things for our clients and that’s what matters most to us. But we’re proud to say our effort and different approach has won us external recognition too.



Keeping you posted with the latest and greatest

The US market and the FAAMGs

It can be a challenge to understand the disconnect between what’s happening in the economy and what’s happening in the markets. How can some stocks...

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Politics, elections, and stock market returns

We’re fast approaching the next US Presidential election which will take place in November. Can we take anymore twists and turns in 2020?

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Introducing myCW – our new client portal

We want you to feel free to live your life the way you desire, knowing your financial situation is being taken care of. That’s why we’re launching a system...

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