Exclusive investment solutions, tailored to your goals
The right financial plan is critical to securing your financial future, and a personalized investment strategy a key part of that.
We build a tailored investment plan, closely monitored to stay aligned with your goals, that offers:
World class, diversified investment portfolio
Globally diversified and designed to meet a variety of needs, including capital protection, retirement income, volatility mitigation, tax efficiency and sustainable investing.
Leading global sub advisors
The best investment talent is not limited to any one firm or geography. That’s why we search all around the world for trusted investment managers with proven track records.
Public, private, and alternative asset classes
We go beyond traditional asset classes and use those not readily available to the public to enhance the diversification of our portfolios.
Bringing you a world of investment expertise
We employ a rigorous screening and evaluation process to find global investment managers with proven track records.
Investment Solutions
iProfile Private Portfolios
Sophisticated and customized approach to portfolio construction.
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IG U.S. Taxpayers Portfolios
Exclusive investment solutions that can help simplify U.S. tax reporting.
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Separately Managed Accounts
Provides tax and portfolio customization, transparency and dedicated investment management. Plus, learn about our range of brokerage services.
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