We manage conservative portfolios by employing a proven model that seeks to:
Achieve a positive rate of return
Earn a passive but constant stream of income from dividends and interest income
Stay well within the risk parameters determined by you and us
Preserve your capital
Portfolio Management Process:
Determine the right allocation of equities, fixed income and cash that will provide the level of income, protection and growth you require.
Determine the right geographic allocation to invest in.
Determine the right sectors and industries to invest in each geographic area.
Choosing the best stocks and bonds in each sector. For our equity selection we have a bias towards companies who are committed to growing their dividends. For our fixed income selection we chose issuers of investment grade credit quality.
Daily, rigorous and ongoing monitoring.
Other factors we consider when building and managing your portfolio include:
Cost, tax efficiency and liquidity needs.
The above process uses our leading industry research at BMO Nesbitt Burns.
Our clients enjoy the fact that they can visit our offices and sit down with us (as we are the managers who are making the investment decisions) to understand why they own what they own, and how each individual security in their portfolio contributes to the pursuit of their overall objectives.
We prepare a thorough and thoughtful Review report that will provide you with a concise snapshot of how your portfolio has performed over different time periods.
We encourage regular face to face meetings to ensure any lifestyle changes are properly reflected in the construction of our portfolios and, also, to enjoy a general market/economic discussion.
Please Contact Us Today to Visit With Us About Our Current Portfolio