In theory, running your own portfolio is as simple as subscribing to a few publications, following a few websites and pressing a few keys on your Palm Pilot or computer. Indeed, the wealth of tools, information and resources for the independent investors is truly astonishing.

But doing it yourself isn't for everyone. For many investors, the convenience of having a professional to research and manage their portfolio is priceless. Other people don't want to have to sift through all the headlines and hype to get clarity. And still others want the peace of mind and comfort that comes from having a plan.

We provide direct access to highly qualified financial consultant, backed by top-tier services providers located around the world. These professionals will make sound day-to-day financial decisions on your behalf, according to clearly defined parameters set out in your personal plan.

All of our services are brought to you through a personal financial consultant (PFC), exclusively dedicated to serving the particular needs of affluent individuals, families and their corporations. Your consultant has the knowledge and resources to orchestrate all your financial affairs, including your tax, estate and other financial planning needs. By carefully protecting and growing your planning, we can provide you with the confidence of knowing your affairs are in capable hands, and the freedom to enjoy your continued prosperity.

Working in close consultation with you, your PFC will start by gaining a clear understanding of your financial values, needs and goals. Using sophisticated planning and financial products, a plan is completed which brings together all the elements you need to achieve your financial goals. Depending on your individual needs, this could include everything from basic cash flow management to investments and insurance to retirement, tax and estate planning.

In addition to developing your financial plan, our PFC will assist you with putting it to action, monitoring its progress, advising you of any tweaking that needs to be done and essentially maintaining an ongoing partnership with you.

To achieve your financial goals with confidence, it is essential that you have a relationship with your PFC based on trust, confidentiality and integrity. Your PFC has a specific mandate to provide objective advice and recommend a financial strategy that's right for your unique situation.