Institutional Asset Management

Our institutional approach and six-step process

The TK Investment Group offers customized solutions for our institutional investors, which include municipalities, school boards, foundations, and endowments. We have extensive experience helping organizations manage their financial assets according to specific guidelines, and an expert team that is dedicated to providing the highest level of portfolio management and investment solutions that meet the unique needs of each client. 

1. Discovery and understanding
2. Optimized portfolio creation
3. Present recommendations
4. Review and implementation
5. Coordinate and engage
6. Active management: Monitor, adjust, and review

Fixed income experience you can count on

When investing on behalf of an organization, qualities such as security, safety, and income stability are paramount. We
offer our clients access to the broadest selection of principal protected fixed-income investments. Through the backing of
Canada’s largest and most innovative bond desk, we are able to provide top rates on new and secondary market issues,
and develop new structures of notes that allow us to take advantage of current market trends to produce an outsized
return. Regardless of the size of your portfolio, your level of investment knowledge, or how conservative your approach,
we can create an bond portfolio to suit your needs.

A thoughtful, dynamic cash management program can help boost your organizational effectiveness by maximizing returns on cash reserves— while also preserving capital and maintaining liquidity.

Our tailored, multi-strategy approach is designed to support executives and treasury managers overseeing corporate and institutional cash resources. We help with strategies designed to deliver attractive income and yield, while remaining within your organizations investment policy guidelines.