Discretionary Asset Management

As a high net worth investor, you are looking for more than the normal investment vehicles.  You are looking for a portfolio management system that is as individual as you are.  Our team is unique in the asset management industry; since we have no “in-house” money management capability and can be objective.  We can assess your needs and then research and interview discretionary money management firms on your behalf.

We work with money management firms such as:

• Cumberland Asset Management
• Leon Fraser Black
• Patient Capital
• Acuity Investments
• Connor, Clark Investment Management
• and many more

We help you both design and monitor your portfolio to maximize its effectiveness.

This means you get impartial advice, a variety of management styles and strengths and a single point of contact.