Invest Differently TM
My mission is to provide a complete portfolio management experience that pension funds and institutional investors enjoy…but designed for families, professionals, retirees, and private wealth investors.
Each client relationship begins with the development of your Investment Policy Statement (IPS). This defines the strategic approach for your portfolio, in writing.
I manage each of the Equity, Income and Theme Segments through a quantitative screen, fundamental analysis and bulk trade execution. The 3 low correlated Segments are combined in various quantities to reflected each client’s individual need for safety, income or growth within the context of ever-changing markets, to achieve returns at the lowest level of volatility.
Over the next few years, the Investment Industry Regulators Organization of Canada (IIROC) will be addressing the widespread issue of hidden investment fees. Many layers of hidden fees exist across standard investments and Canadians are in for a big surprise. My clients already enjoy full transparency. If you are interested in finding out more, please feel contact our office, with no obligation.
And that is what I do differently.
Watch for my new book, Practically Investing, to be available in 2013.