Liz Flores

Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives.

Dorchester is a value manager that employs a fundamentally conservative investment approach and seeks above average, risk-adjusted, long-term rates of return. Most of their portfolios are comprised of mid- to large-cap, high quality equity and fixed-income securities. Broad, global themes are discussed regularly with a view to taking advantage of any top-down insight that may be understood. They will sell a position if the company unadvisedly changes strategy or fails to meet their expectations.

Heward aims to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through their prudent and disciplined investment process. The firm employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. They adopt a long-term investment horizon and seek investment opportunities with the following attributes: predictable earnings, cash flow growth, and stable income stream. The firm’s Investment Committee designates investment mandates, oversees the due diligence process, and has the final authority on all investment decisions.

UBSC employs a value investment approach that is based on consideration of price to intrinsic value. The firm offers extensive insight and expertise across the traditional asset classes and investment styles, as well as passive strategies and alternative investments, which encompass single and multi-manager hedge funds, real estate, infrastructure and private equity.