Goals-based Investment Solutions

A client process, supported by our goals-based tools and technology, that shifts your clients' investing focus to what really matters: achieving personal goals

We introduced the industry to goals-based investing more than a decade ago.

Since then, we’ve stayed on the leading edge and continue to evolve our solutions. Our five-step process shifts the focus of investing away from beating arbitrary benchmarks to what really matters: achieving personal goals.

We recognize that investor goals are distinct and have different time horizons.

More than performance

Rather than focusing solely on investment management and performance, goals-based investing orients around the individual investor. Investment strategies are designed for each client’s personal goals, and success is measured by the client’s progress toward achieving each stated goal.

What is goals-based investing?

Differentiate yourself, and help investors focus on the right things.

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Goals have their own risks

You need to be mindful of your clients' behavioural tendencies.

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