All holdings are monitored and adjusted according to new information affecting one of our holindgs. A dedicated research team and ongoing monitoring of information allows us to effectively manage risk.

• Holdings are diversified across all asset classes.
  
  
• An active management team continuously evaluates results in the portfolio rebalancing.
  
  
• Holdings are primarily large capitalization based on ongoing risk/reward.

Overall Monitoring and Review

As part of our disciplined investment process, we:

• Review the portfolios on an ongoing basis and make changes where required.
  
  
• Do a full review of the asset mix and sector calls every month.
  
  
• Head office compliance continuously monitors portfolios for adherence to specific investment parameters.
  
  
• We meet with you at least annually to review your financial situation and the implications for your portfolio.