We offer our clients a personal and hands-on approach to satisfying their
investment needs. Accordingly, we do not take a mechanistic, “one size fits all”
approach to managing your assets whereby everything must be sold in order to
conform to our portfolio. Accordingly, we collaborate with you to develop a plan
for migrating your existing investments to Chinook’s portfolio. You may have
holdings that have significant, imbedded gains (unrealized capital gains) or
which, perhaps, carry an emotional tie by virtue of being an inherited asset or
one which you researched and has been quite rewarding. We will transition your
account over time in a way that reflects your needs and allows us to effectively
demonstrate our investment philosophy and strategies for which you hired us.
