Low churn ratio -tax free returns and low transaction cost
We believe in long term investing and we do not trade which results in lower transaction costs and long term capital gains for clients.
Tax efficient investing
Majority of returns are long term capital gains which are taxed at lower rates.
No distributors and intermediaries; grown through references
We do not work with distributors and intermediaries. We have grown entirely through references and word of mouth publicity. We have direct one-on-one relationships with all our clients.
Best risk adjusted returns
We have the highest returns given our level of risk.
Best 3 year performance
We have one of the best 3 year track records.