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Our clients have over
$659 Million more than they originally invested March 31, 2018

Over 90% of investors in VPI Pools have made money April 19, 2018

Our clients know what they own and why they own it

Our clients save over $3.9 million per year in fees March 29, 2018

We invest our own money alongside yours April 20, 2018

Our Principles

Invest Effectively

Allocate capital to assets that are: difficult to live without, difficult to compete with, and difficult to replicate at a conservative estimate of their value.
Communicate Clearly

Explain decisions when they are made; in plain language and to everyone affected by the decision.
Spend Responsibly

Balance the needs of our unit holders, employees, and shareholders and demand a return on every dollar.
Act Decisively

Do your homework, trust your judgement.
Behave Respectfully

Treat everyone the way we would wish to be treated.
Pursue Wisdom

Read. Think. Experience. And share openly.
Lead By Example

Collectively, we have over $40 million of our own money invested in the VPI Pools alongside clients.

2017 VPI Awards

Client Service Award Stewart Anderson
Best Client Communication Award Wayne Townsend
Partnership Award Robin Muir
Exceptional Investor Award Sean Lawton

Our Process

Financial Planning Process

Building wealth and achieving financial security comes down to one thing: Cash Flow. Protecting it. Growing it. Transferring it. The financial planning process considers all the things that affect cashflow today and in the future. Please watch the video above and consider whether or not you are saving money, guarding against the loss of income, minimizing taxes, building your investment income and planning for an orderly transition of wealth to your children or to a charity. If not you should speak to one of our partners.

Falling prices are your friend

Are you ready for the next down market? Check out our guide below to see how an investment when prices are falling is the best investment you'll ever make.

Down Market Manual

Financial Planning Process

Investment Process

Growing the value of your investment comes down to one thing: Cash Flow. The most certain way to preserve and grow your wealth is through ownership of profitable businesses that strengthen themselves through continued reinvestment and pay their owners a large and growing dividend stream. Please watch the video below and consider whether or not you are acquiring a growing ownership stake in the world’s most profitable businesses. If not you should speak to one of our partners.

White Paper - Mr.Market

Investment Process