The DORCHESTER Difference

Today, personal service is a promise that is made by all too many firms both inside and outside of the financial sector. Few organizations can deliver on this promise because they do not fully recognize the numerous and divergent components that make up service that is truly personal.

At DORCHESTER, we believe that first rate personal service should always encompass elements of understanding, objectivity, availability, and flexibility.

Understanding

Understanding investment objectives and client requirements is perhaps the most obvious component of personal service within the investment counselling business.

We recognize that each client has different investment objectives and requirements based on their own personal attitudes and preferences towards risk, liquidity, tax issues, and performance expectations. We take the time to listen and to understand these personal goals and requirements before developing an appropriate investment policy.

Objectivity

As an independent investment counsel, DORCHESTER has built its reputation on providing unbiased advice and objectively translating the understanding of personal goals and requirements into a customized portfolio management strategy.

Availability

DORCHESTER's partners and portfolio managers take pride in making the decision makers available directly to our clients. Whether it's a quick phone call or a scheduled quarterly meeting, we are always prepared to review objectives and share our views.

Flexibility

Investment counselling today is not usually done in a vacuum. Consultation and planning with accountants, legal advisors, and trustees often plays an important role in achieving desired long-term outcomes. Rather than offering our own package of peripheral services, DORCHESTER has chosen to concentrate its expertise as investment counsel. Instead, we maintain the flexibility to consult and coordinate with other advisors and, if requested, we can introduce qualified independent professionals to assist in any other aspect of a clients planning.

Our commitment to these four key attributes ensures that we deliver an exceptional level of personal service to accompany the long term track record of strong investment returns that have satisfied DORCHESTER clients for over 80 years.