Why partner with David Foster & Belfry Wealth?

  • Enjoy the benefits of having a seasoned financial professional manage your investment portfolio who has been subject to a variety of market conditions over the past two decades. Wisdom is best gained by experience.
  • Financial analysis: In a world defined by cookie cutter solutions and perfunctory service, every client is given the best in high quality financial services based on their very own unique investment objectives, time horizon and tolerance for risk.
  • The core of David’s investment methodology is to seek out investments that offer a superior risk-adjusted rate of return. Of course we all want to earn good rates of return on our investments but risk goes hand-in-hand with return. There is no point to all of this if you are lying awake at night worrying about your investment portfolio, the state of the financial markets or the economy.
  • Particular emphasis placed on wealth preservation. We all work far too hard to lose assets unnecessarily with our investments. Considerable time is spent with each client to ensure of the financial assets you have are managed effectively and are in line with your retirement and financial goals.
  • Unique relationship with investment companies and portfolio managers allows for deeper insight to better ascertain risk and evaluate opportunities.
  • There are no guarantees on investments that have exposure to the financial markets. However, there are techniques that can be employed which at least put the odds of success better in your favour. Belfry Wealth Management employs a unique investment approach, often overlooked by others, that can take advantage of such opportunities.
  • Pre-determined communication schedule with clients.
  • Seminars and client events held periodically for investment and non-investment related topics.
  • Be spoken to in common, everyday language. None of this financial industry “mumbo jumbo”. It is important that clients understand exactly how their investment portfolio is performing. This ranges from everything as basic to understanding how to read your statement to the fees you are paying to have your investments managed.
  • When you entrust the management of your financial portfolio to Belfry Wealth Management, you will be appreciated as a valued client, will consistently experience unparalleled client service and will be well looked after.