Retirement Planning

We work to make sure that our clients’ retirement income can continue to support their lifestyles, providing dignity and independence, through three decades of retirement. Retirement planning is about building a retirement income stream that rises at more or less the same rate as the cost of living.

In order to accumulate the pool of capital necessary to support an independent retirement and to keep your retirement income rising at a rate related to your cost of living increases, you will need to invest for the returns historically provided by equities. This is accomplished by patient, disciplined long-term ownership of a broadly diversified portfolio consisting of the great companies of the world.