Three main principles are at the core of our approach

Integrity

Our independent ownership allows us to provide impartial advice to our clients.  We are also governed by applicable regulatory conduct requirements on giving suitable advice.

Responsibility

PSI’s risk management approach aims to provide protection to our clients’ portfolios during uncertain times while targeting consistent and sustainable returns over multiple market cycles. We focus on cross generational wealth optimization and implement a high degree of accountability for our recommended investment strategy.

Resiliency

PSI was founded upon the vision that a family’s wealth has to be protected and grown across generations, independently of various economic and market cycles. Our goal, day after day, cycle after cycle, is to build long term added value for all the clients who have entrusted PSI with their wealth.