Built on Principles
Our Principles
Excellence in wealth management
Our goal is to provide excellence in wealth management. To us, this means utilizing our experience in investing to accomplish the clients’ specific long-term goals. We base our investment portfolios on a clear and tested investment philosophy which strives to balance the aspiration for superior returns, with consistency, clarity and protection of capital. A primary pillar to our service is setting expectations correctly and communicating regularly to help clients avoid the many pitfalls of investing.
Global experience and access
Superior investing requires access to information, research, technology, as well as specialized investment talent. Our process and methodology are built to take advantage of the global perspective, access and knowledge of our founders and team members for the exclusive benefit of our clients.
Alignment of interests
Unfortunately, when it comes to investment management most banks, funds, and brokerages will have their own separate interests, which may be, in many cases, go against the interests of their clients. This could lead to poor long-term results for the client. Our model is built around alignment of interest with our clients as a fundamental cornerstone. The long-term bottom line success of our clients is our primary goal.
Personnel practices
Our personnel practices must contribute to the achievement of our clients’ objectives. A harmonious workplace and a spirit of cooperation are indispensable. Attention to detail, trustworthiness, responsiveness and aversion to waste and complexity are central to our success.
Communication with clients
Communication with clients must meet their needs and strengthen our relationships with them. We want every client to thoroughly understand our philosophy, approach, actions and results. If what we do ever comes as a surprise to a client, then we have failed in this regard.
Fee arrangements
Our fee arrangements should advance a constructive business relationship. Our fees should motivate us to act solely in our clients’ best interests; they should be fair and explicit.
Quality and client centric
TCK is a highly-selective boutique. When adding new clients to TCK, we consider it far more important to maintain our overall level of service and attention to our current clients than to aggressively grow.