Frequently Asked Questions
We provide comprehensive wealth management services, brokerage services, including investment advice, financial planning, retirement strategies, pension administration and portfolio management tailored to meet the needs of our clients.
Our firm has been operating for 20 years, providing trusted financial services to our clients.
We are proudly owned by the credit unions of Jamaica, which enhances our commitment to serving our community with integrity.
Our investment philosophy is centred around understanding our clients’ unique goals and tailoring strategies that align with their risk tolerance and financial aspirations.
Yes, our services involve fees, which are transparently communicated to our clients upfront based on the services provided.
You will need to provide a government issued Identification, your TRN card, Proof of address not older than 3 months and the source of funds.
Yes, we specialize in retirement planning and can help you devise a strategy to ensure a secure financial future.
We serve a diverse range of clients, including individuals and institutions, providing tailored financial solutions for each segment.
Absolutely! Our advisors are here to answer your questions and will work closely with you throughout your financial journey.
Our team consists of highly qualified professionals, licenced by the Financial Services Commission, each with extensive industry experience.
We provide monthly updates on your investments and financial plan, ensuring you’re informed and engaged with your portfolio's performance.
Currently, we do not offer online access for accounts. We provide regular reports and our team is available to discuss your portfolio at any time.
Our firm prioritizes personalized service and a community-focused approach. We take the time to understand our clients' individual needs and are dedicated to building long-lasting relationships based on trust and transparency.
We take the security of your information serious and implement stringent privacy policies and data protection measures to safeguard your financial details.
Further Questions
If you have any further questions or require additional information, please feel free to reach out to us!