Don Lato

Dorchester is a value manager that employs a fundamentally conservative investment approach and seeks above average, risk-adjusted, long-term rates of return. Most of their portfolios are comprised of mid- to large-cap, high quality equity and fixed-income securities. Broad, global themes are discussed regularly with a view to taking advantage of any top-down insight that may be understood. They will sell a position if the company unadvisedly changes strategy or fails to meet their expectations.

Goodreid employs a consistent, disciplined investment process to ensure that a client’s portfolio is made up of quality debt offerings and some of the world's best companies. Their investment universe includes common stocks issued by domestic and foreign companies, bonds issued by governments and domestic companies and preferred shares issued by domestic companies. Asset allocation is personalized for each individual client to ensure the appropriate balance between capital appreciation and preservation.

Functions as a College/University

Functions as a College/University

Regulates investment dealers, securities trading, and regulations enforcement services

Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives.