Our aim is to serve Indigenous clients by constructing portfolios that reflect their investment needs and values, ensuring the long-term financial health of the community. Our ability to fully customize portfolios ensures that all investments align with clients' social principles and financial goals.
Our investment services actively manage, monitor, and re-evaluate portfolios to provide consistent returns within the constraints of the Trust Document.
We regularly present annual updates and portfolio information to the trustees and community members, ensuring transparency and accountability.
For information on our specific investment practices, please feel free to reach out today.
How we ensure multi-level client support:
We collaborate closely with our clients to ensure that their voice is heard throughout the investment process.
From the development of the investment policy statement to the asset allocation decision, we are guided by the client's investment objectives, funding arrangements, governance structure, and risk tolerance.
Managerial analysis, performance measurements, and ongoing monitoring include formal meetings and reviews to ensure clients have knowledge and control over their portfolios.
Our team is structured around building robust communication channels and providing guidance throughout the investment process, guaranteeing ongoing community support. We are dedicated to addressing any questions or concerns that you may have.