Private management is a comprehensive service involving personalization of the client's portfolio, rigorous risk management and excellent financial planning.
Investments are managed according to a written policy determined in conjunction with the client and based on the latter's needs and objectives. Our effective follow-up procedures ensure client peace of mind.
Our private management services are intended for individuals and businesses with portfolios in excess of $50,000.
Investment Philosophy
We will work with you in developing your portfolio by formulating an investment policy in line with your needs, your plans and your investor profile. We pay particular attention to fiscal optimization of all your accounts.
We seek to maintain strategic allocations that include different economic sectors and evolution of the financial markets. Your portfolio's structure is supported by thorough and proven mathematical analysis. We also use derivatives (puts and calls) to cut portfolio risk and boost returns.
Because of the market situation, we are purchasing very few shares at the present time. For the past few years, our investment strategy has emphasized the use of options in portfolio management, while remaining diversified in different economic sectors. Our decision to adopt this strategy is driven by a desire to achieve the best risk-return strategy. We also place great emphasis on managing risk at each level of the portfolio, for all asset classes (bonds, shares, puts and calls).
