Our Managed Portfolios

Our Growth portfolios are best suited for long-term focused growth-oriented investors, with at least a 3-5 year investing time horizon, and who are not concerned with short-term volatility in the markets.

The portfolios invest primarily in individual shares (stock) of mid and large cap (sized) individual companies, diversified across various industries. They may also include exposure to bonds or other fixed income instruments, depending on an individual clients’ comfort level with risk and the current interest rate environment.

The goal of these portfolios is to grow our clients’ capital over time in a risk-controlled manner. The objective is to try and achieve above average risk-adjusted long-term returns versus the appropriate benchmarks. No leverage is employed to provide either income or returns.

Our High Income portfolios are best suited for long-term focused income-oriented investors, with at least a 3-5 year investing time horizon, and who are not concerned with short-term volatility in the markets.  

The primary goal of these portfolios is to provide our clients with relatively high amounts of tax efficient and steady monthly income, with a secondary goal of providing some capital growth, in order that our clients can maintain their lifestyle over time.

These portfolios are managed with the intent of removing the vagaries of market volatility from impacting our clients’ day-to-day lives, by providing them with a stable stream of income from actual cash-flow generated, which can withstand both strong and weak markets.

These portfolios invest in individual shares (stock) of mid and large cap (sized) individual companies, diversified across various industries, as well as bonds or other fixed income instruments, in accordance with an individual clients’ comfort level with risk.

Investors should note that as the primary goal is to provide relatively high amounts of income, fixed income holdings will rarely include GICs, CDs, or government issued bonds, but rather will include investment grade as well as high-yield alternative fixed income instruments, both of which fluctuate in value. No leverage is employed to provide either income or returns.

Our Momentum portfolios are designed for ultra-high-net worth investors who are seeking to achieve superior returns with a portion of their overall investment strategy, and who can tolerate periodic significant volatility in the pursuit of this goal.

These portfolios use an aggressive momentum-based strategy, with the goal of achieving superior capital growth for our clients.

These portfolios invest with a focused emphasis on broader themes and can utilize individual equities, as well as ETFs, to capture upside momentum within these themes.

Risk management primarily focuses on position sizing and sector diversification, and in these portfolios little consideration is given to standard risk metrics such as price to earnings ratios. This portfolio may generate higher than average taxable capital gains in the pursuit of achieving superior investment returns. No leverage is employed to provide either income or returns.