Commentary

The benefits of
Miatello Investment Management

At Miatello Investment Management, we believe that trust is built slowly, based on excellent service and demonstrated investment management performance.

We believe your unique life situation determines your investment strategy. We believe that dealing with a trusted professional, who has been tested over time, is important. Your portfolio must be created and continuously managed to handle various market conditions.

We help you achieve tranquility by offering the following benefits:

A disciplined process

We will hold an in-depth meeting with you to understand where you are in life and what you have done from an investment perspective. With this information we will be able to create an investment strategy that is designed specifically for your needs. These facts will be documented in the Investment Policy Statement that will be the bedrock of our relationship with you.

Primacy of investment management performance

That performance should be important might seem to be obvious, but today some investment managers are wearing many hats. We very clearly understand that you have hired us to manage your investments to the best of our ability. Miatello Investment Management accesses the top-ranked BMO Capital Markets equity research team, the work of third party research providers and the expertise of the BMO trading desks to meet your investment goals.

Smaller scale

The scale of assets managed is an important factor contributing to your portfolio performance. The requirement to manage billions of dollars forces most investment managers to mimic the index. We have the flexibility to include important market sectors and individual securities that may have been denied to you in the past.

Communication with you

We will continuously monitor and adjust your portfolio based on your changing circumstances. Regular reviews and comprehensive monthly reporting will enable you to know where you stand. Mr. Miatello will discuss your investment strategy with you; provide analysis of the effect of changing market conditions and take action on your portfolio.