Charities
Charities
We understand the enormous range of responsibilities that a Trustee shoulders, so we work tirelessly to make this the one aspect you don’t have to worry about. You can invest with us via your own segregated portfolio with an ad valorem or performance fee basis, or through one of our pooled funds.
We are proud of the high quality of service that each of our clients receives and we work hard to uphold the trust and confidence that is such an integral component of our working relationships. Consequently, we do not limit the amount of assets under management but the number of relationships that we take on.