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After three decades of navigating the intricacies of the markets, we’ve recognized that investing may seem straightforward on paper, but true portfolio management goes beyond textbook approaches. In reality, the markets are full of ambiguity, and investment selection is a nuanced art that relies on two critical components: in-depth analysis to uncover hidden opportunities or risks and the wisdom of experience to act upon them. At O’Hanlon Wealth Management, we pride ourselves on excelling at both.
There are no short cuts. To understand the investing landscape thoroughly and consistently, one must put in the time. Our dedication to research and analysis sets us apart from many in the sector.
Much like Warren Buffet, we select companies, not stocks. Taking a systematic top-down approach, we rigorously evaluate companies for inclusion in our client’s portfolios, seeking out those that pay dividends, with sustainable competitive advantages, and whose leaders show confidence by owning shares.
With decades of experience at the upper echelons of one of the largest financial institutions in Canada, we have a direct line of communication to some of the top executives in the country, a key contributor to our well-informed viewpoint.
As part of our “family office” approach, we offer discretionary portfolio management, which allows us to act on opportunities quickly as well as capitalize on optimal order execution on our clients’ behalves.
Rigorous experience-backed investing delivered through a “family office” approach
