Discretionary Portfolio Management
A generally liquid portfolio of equities, fixed income and cash, managed within your written mandate.
More on this service →Asset management · Calgary, Alberta
Investment portfolios for private clients and institutions.
Before we invest any capital, we agree with you in writing what the portfolio must achieve, what it must pay for and when, how much must stay accessible, and the limits we invest within. That agreement, the written mandate, governs every investment decision that follows.
How a portfolio is set up and run
Four stages, always in this order. Each ends with a document you can read and question before the next begins.
Stage 1: Understand
We record what the portfolio is for: its objectives, the payments it must fund and when, how long the capital can stay invested, how much must stay accessible, and how much loss you can accept.
OutputWritten investment policy
Stage 2: Structure
We set the target allocation, choose which services to use, and fix the limits, oversight and reporting schedule. You review and agree these before any capital is invested.
OutputAgreed target allocation, limits and reporting schedule
Stage 3: Allocate
We build the portfolio toward the target allocation at a measured pace. You are not asked to approve routine trades; the agreed limits define our authority.
OutputConstructed portfolio
Stage 4: Monitor
We check holdings against the agreed limits, report to you, and rebalance when allocations move outside those limits.
OutputRegular reports and governance records
Three services
Chosen at stage 02 and used alone or together under one written mandate. They differ in what the portfolio holds and how quickly those holdings can be sold.
Multi-Asset Strategies
Several public asset classes, each sized by the risk it adds to the whole.
More on this service →Private Market Access
Commitments to private funds and less-liquid investments, up to an agreed limit.
More on this service →Included with every service: Risk & Governance Oversight. Monitoring against the agreed limits, regular reporting and auditable records, carried out separately from day-to-day portfolio decisions.
Compare the services →
Who we work with
Stage 01 starts with a conversation