Investment Advice

The members of the Angus Watt Advisory Group have over 100 years of combined experience. Each of our members has an area of expertise including macro economic strategy, equities, fixed income and mutual funds, just name a few.

Keys to investing:

  • The key to any strong relationship is communication
  • We strive to first understand your financial plan
  • From there we identify your appropriate asset allocation and risk profile
  • Once we have a clear understanding of these integral processes we use our pool of resources to choose ‘best of class’ investments and managers to meet your objectives.

The job does not end there. We also monitor both your account, your investments and your managers on a weekly or monthly basis. Your account is monitored to ensure that objectives are being met. Managers are monitored to ensure that they are performing up to expectations.

Cost of Service:

Accessibility to all asset classes:

  • Bonds
  • Stocks
  • Mutuals
  • Options

Please contact us for advisory fee schedule.