Independence makes a world of difference.

There is a lot of complexity in the markets, in portfolio design, and in managing risk, but some things should be simple - like your investment advice.

What's needed is an uncomplicated picture of where you're headed, a clear understanding of how your interests are being served, and a direct line of communication with the decision-maker behind your portfolio. That's how you get advice that provides clarity, and support that takes the worry of investing off your shoulders.

Independence is the platform that allows us to take this focused approach to investment management. Through our experienced core team of portfolio managers, we focus solely on your customized portfolio, aiming for consistent long-term returns while remaining open and accessible.