Ohiggins Asset Management INC

O'Higgins Asset Management manages investment portfolios using value-based strategies. They focus on liquid, blue-chip stocks, typically holding them for at least a year. While they aim to maximize returns, they don't consider the tax implications of investment decisions. They also offer optional financial planning services for a separate fee, based on the complexity of the client's situation. Accounts are managed on a discretionary basis, meaning O'Higgins can make trades without prior approval.