Investment Strategies Protecting your assets

Diversification is key to risk reduction and to protecting your assets. With a background in working internationally and as an analyst, along with the team of professionals I have created and the Raymond James resources, we offer our clients many years of expertise along with global opportunities.

'I began investing with Matias when I was just getting going in my career about 25 years ago, so it was in the late 1990s.  We knew each other and I trusted him. Matias has always been very calm and non-reactionary when the markets have been volatile. He's talked me out of some impulsive decisions. He's knowledgeable and experienced. He stands firmly behind his decisions, but I've never felt pressured by him. We've done well and the last few years have been especially good.’ James R., client

We guide through a range of options available to you including traditional investments such as equities, fixed income, annuities, mutual funds and exchange-traded funds along with additional choices:

  • alternative investments
  • separately managed accounts
  • managed discretionary accounts
  • wrap accounts
  • structured products and options

Our team assesses each of these opportunities to determine which are in alignment with your objectives and goals. We consider potential for growth, income, capital preservation, risk, time and other critical factors.

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.