Investment Management

Understanding what matters most to you is where we begin.

We believe a successful investment management relationship begins with a comprehensive understanding of your investment goals, objectives, and risk tolerance. We then develop an individualized investment plan for you.  

  • Every investment is carefully researched to meet your needs.
  • An investment committee, guided by fiduciary principles, determines and directs every investment. 
  • Our approach to investment management is a disciplined, no-nonsense approach.
  • Our team of qualified portfolio managers brings a global perspective to money management.
  • We diversify portfolios broadly across asset classes and industries.
  • We strive for consistent, long-term, risk-adjusted investment results that exceed conventional investment benchmarks.

Email us at or call 1.877.Bangor1 (1.877.226.4671).