PORTFOLIO MANAGEMENT & ASSET ALLOCATION
FOR INVESTMENT COMMITTEES
No room for target practice
Whether you represent a foundation, trust, pension plan, or non-profit organization, you deserve institutional-grade portfolio management experience with the care and attention to detail from boutique-level service.
The big picture details.
Our Experience
Having managed some of Canada's largest pension plans and institutional accounts totaling $6B, seeing the "big picture" comes naturally to our team. Our passion is sharing our expertise with hands-on, personalized help for smaller funds, foundations, and corporate investors. Our partnerships are founded on transparency, education, and trust so that you can make informed decisions with confidence by understanding the details of every move you make.
What you'll get from us:
- Support identifying investment goals, targets, and risk tolerance to ensure alignment with organizational mandates and philosophies, such as socially responsible investing.
- Access to proprietary strategies and a strategic blend of private/public securities for greater diversification and superior risk-adjusted returns.
- Personalized attention, including ongoing education of your investment committee members, from a team member dedicated to your account.
- Low, transparent fees for comprehensive, customized asset management and reportable evidence that you’re meeting your due diligence requirements.
We invest for consistency.
As an investment committee member for a pension plan, foundation, trust, or corporation, you know the value that consistency holds for succeeding in your role. Our disciplined, rational, and repeatable approach—the gold standard for investment management—can deliver exactly that.
Specific annual targets, however, don't give you the luxury of a traditional buy-and-hold strategy. A tactical asset allocation strategy combined with one of our investment solutions is ideal for investment committees. Instead of weathering market volatility for long-term gains, we shift between different segments of the market to ensure you are optimally invested, so your annual returns are more likely to meet your committee's definition of success.
Invite us to your next board meeting
Expertise is meant to be shared, and we're here to do exactly that. If you or the foundation, trust, pension plan, or corporate account you represent are interested in learning more, we'd love to help.
Topic Ideas
- ETFs and the institutional investment portfolio
- Why we prioritize diversification
- Tactical asset allocation versus buy-and-hold
- Responsible investing 101
- Different approaches to managing risk
- Establishing key performance indicators for your investments
- The hidden costs of chasing performance
- Developing a process to evaluate your portfolio manager
- Private and public investments
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