Wealth Management

We invest your assets according to your goals, objectives, risk tolerance and preferences. Our in-house investment team selects a mix of assets and investments, continuously monitors them in the context of your time horizon and the current investing climate, and rebalances in a disciplined manner.

Planning is the process of learning what makes you happy, assessing your current financial situation, forging an initial path to bridge these two, and making the inevitable adjustments along the way. We provide ongoing support and guidance to help you make sound financial choices and have enough confidence in the future to live fully, today.

The Hoot 30 is our internally managed equity strategy. We aim to identify and own around 30 special businesses capable of producing special results, with the goal to compound client capital at a superior rate while taking prudent risks.