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Daniel Sacke
Kevin Kolb
Sarah Rome
Jessica Rao

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Managed Programs

Architect Program
The Architect Program is the next evolution in managed assets program - a unified managed account. Now within a single, comprehensive program, you can achieve a level of diversification and sophistication previously only possible through multiple, separate investment vehicles and multiple investment accounts.

The Architect Program embodies the essence of what people have been looking for in a managed assets program - freedom from ongoing monitoring of the markets and day-to-day investment decisions and the comfort that your investments are being optimally managed by a team of experts led by the Sacke Group.

With the Architect Program the Sacke Group has flexibility when designing and constructing your recommended portfolio. We draw from a selection of separately managed accounts, mutual funds, exchange traded funds and alternative investments. This selection will include access to investment managers previously unavailable for such a low minimum investment ($150,000).

Designed to provide you with the opportunity to enhance your return potential while seeking to limit the volatility of returns, the Architect Program provides you with enormous benefits:
  • An individualized strategic asset mix

  • Skilled expertise in portfolio management that incorporated risk management principles by including the potential for diversification by investment vehicles, managers and styles;

  • Ongoing portfolio oversight, and;

  • Active coordination of the underlying investment vehicles for systematic portfolio rebalancing, and intelligent cash management.
Benefit from the power of one ...

The Architect program gives you:
  • One investment policy statement executed through one coordinated portfolio;

  • One set of documents to complete;

  • One fee, and;

  • One all-inclusive quarterly statement.
It all adds up to the most efficient and effective investment solution available to you.

Quadrant Program
The Quadrant Program brings a comprehensive approach to investment management — one that has proven to deliver dependable long-term results.

Global in scope, but singular in focus, this innovative program offers:
  • Systematic asset allocation,

  • Access to leading institutional investment managers and investment styles from around the world,

  • Daily monitoring and

  • Regular rebalancing and reporting.
All at a predictable and very reasonable cost. Minimum investment for this account is $50,000. The minimum initial investment for RRIF, LIF and LRIF accounts is $100,000.

Quadrant begins with a thorough (but brief) investment questionnaire, the results of which form the basis for an Investment Policy Statement. Once you have approved this statement it is used to establish guidelines for your ideal asset mix. Selecting the right asset classes (stocks, bonds and treasury bills) is the most crucial element in your investment success, accounting for 90 per cent of total portfolio returns.

The Sacke Group develops a portfolio for you that is designed to take advantage of the variety of available investment strategies. Under certain market conditions, some management styles work better than others. As a result, Quadrant diversifies so that a number of styles are working for you. This reduces the effects of short-term fluctuations and increases the likelihood of reaching your long-term goals.

With the Quadrant Program you can rest assured that the management styles chosen are right for the times. Our associates at SEI Investments (SEI) are world leaders in measuring the effectiveness of investment management styles and management companies. Calling on an unparalleled global database, SEI researchers in the U.S. and Canada select the elite group of specialist managers who will work on your behalf through Quadrant.

Finally, the more than 25 top investment-management firms chosen for the Quadrant Program are monitored daily by SEI analysts to ensure that they stay within defined investment parameters for investment style, process and performance.

Depending on your circumstances, your diversified Quadrant portfolio may be comprised of Canadian and international mutual funds. These funds could include small- and large-capitalization stocks representing developed and emerging economies, along with a variety of fixed-income investments and money market instruments.

Blueprint Program
The BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of our top-ranked Research team. Plus, as a fee-based account, there are no trading commissions.

With BluePrint, a low monthly or quarterly fee (which varies by type of portfolio and the value of assets invested) covers:
  • Portfolio management services;

  • Custody, administrative and trading costs; and

  • Comprehensive Valuation and Performance Measurement Reports every three months.
Meridian Program
Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee.

The Meridian Program combines all of the benefits of an ongoing relationship with the Sacke Group and the power of the Internet. You will receive immediate online access to a wealth of expertise and information, including near real-time details on your existing holdings, and investment opportunities identified by our the top-ranked(1) Research Team.



1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2005 Report.