We create custom built portfolios – tailored to the specific needs, circumstances and goals of our clients.

Founded in 2003, we are an independent owner managed investment management firm, located at the heart of Scotland’s financial centre. We look after private client, charity and pension portfolios – with a long track record of strong investment performance.

We provide tailored investment solutions to clients who have entrusted us with their money. Alongside this, we offer dedicated strategy portfolios in the fields of income generation, capital preservation and tax efficient investing (AIM).

Home of the VIP

The aim of our VIP philosophy is to provide measured capital growth over the medium to longer term by investing in collective funds and individual shares where the manager or owner have a vested interest in performance.
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Individual Customised Portfolios

Whether you have built up a sum through savings, pension or inheritance, or perhaps the sale of a successful business, we can create a tailored portfolio to fit your particular circumstances.

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Income Uplift Strategy

An enhanced income stream, comfortably ahead of rates available on cash deposits, is a high priority for many investors in the current low interest environment.

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All Weather Strategy

For some clients, the priority is to reduce the impact of the volatility inherent in financial markets, for a greater chance of positive returns independent of market cycles. 

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Pension Fund Management

Our full discretionary investment management services are available for those wishing to invest their funds within a pension plan wrapper. 

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AIM and Tax-efficient Investing

Over many years, we have used our expertise to build a measurably strong track record of investing in the Alternative Investment Market (AIM) and other small company stocks.

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