Each client with Sansoterra Group has a unique set of goals and objectives. In general, many clients wish to meet 3 goals:

  • Exceed the rate of inflation by some amount;
  • Avoid large swings in the value of the portfolio;
  • Show steady positive results over time rather than spectacular years followed by major declines.

Sansoterra Group acknowledges its services are not for everyone. Our clients generally:

  • have accumulated meaningful wealth;
  • do not wish to gamble with it;
  • do wish to grow it and potentially draw from it and
  • want to know the firm managing their funds has the long experience and judgment to deal with changing economic climates and not be caught up in the various manias that come and go.

Accordingly, performance is highly client specific as it reflects individual goals..