WHAT WE DO

At ADC, our philosophy is based on risk management.

We focus on matching the level of risk that you are able and willing to tolerate with a personalized portfolio best suited to achieve your goals. Unlike many of our competitors, there is no “model portfolio” or boiler plate list of stocks that you are forced to buy. ADC does not have discretionary authority to take control of client assets. Clients receive on-going, actionable, expert investment advice while retaining the control that many investors desire.

We are far more than just an investment manager; we are also a fiduciary of our clients. As a fiduciary, our clients’ interests are tantamount to our objectives and we are therefore not plagued by conflicts of interest inherent in the asset management business today. We provide:

  • An integrated approach to our clients’ entire financial situation
  • A fee-only Investment Advisor relationship
  • An objective and independent viewpoint, with no proprietary products

At ADC, we also stress test individual portfolios to help us better assess the potential impact of economic scenarios (e.g. oil crash, inflation, etc…). In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your portfolio. We use economic research, historical records, statistical data and quantitative analysis to measure millions of relationships between the economy and investments. We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions. Please see video link for a better understanding as to how portfolio stress testing can help.

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