OUR INVESTMENT PHILOSOPHY
At Martin, Lucas & Seagram our goal is to enhance our clients' financial well-being by adopting investment strategies which best suit their particular needs and expectations.Because individual circumstances make each investor unique, we believe assets should be structured to meet their specific needs and invested in a way that is compatible with their personal values. This requires a relationship of trust which involves a full understanding of our clients' financial position, investment objectives, tax status and special requirements.
We have a consistent, disciplined method of selecting investments which focuses on long-term value.
We think security selection should be based on independent thought and research, free of any possible conflicts. Only prudent investments which suit the individual objectives of each client are considered. We have a genuine and shared interest in their success and the true preservation of their capital.