Our portfolio management follows key principles to help our clients sleep at night. Here are the benefits you can expect from us:
Peace of mind investing
Through a disciplined, tactical approach, we will strive to protect your capital and reduce risk while providing a reasonable rate of return. We invest with a long-term perspective with no daily trading or attempts to time the markets. We never own or recommend speculative stock; our team favours well-diversified portfolios built with all-equity, blue-chip securities. Our investment recommendations almost always include U.S. companies with global reach.
Tax and cost efficiency
We are always tax aware in all our decisions and advice. We do our own research and select 100% of our own stocks, which helps you avoid fees charged by external money managers.
Global and diverse research coverage
We search the world for diverse research coverage and opposing opinions to craft our investment portfolios. This global search uncovers opportunities well beyond BMO Capital Markets research, based in Toronto and New York, and JP Morgan, based in New York and including some European countries.
Clear, concise and client-friendly reporting
On a quarterly basis, you will get results of your portfolios along with a newsletter which details our forward-looking strategy as well as reasons for our past performance.