We build exceptional, well-diversified portfolios centred around client goals, and are tailor made to help realize them.
The core of our portfolios are constructed around our Colling Group managed strategies, focused on North American equity. We operate on an open architecture and are not tied to proprietary products. We have the freedom to use best-in-class funds from 3rd party managers, structured products, and alternative investments, to add exposure to multiple asset classes and geographies.
We manage risk through a well-regimented investment process:
- No use of leverage or derivatives;
- Strict sector, geographic and position limits to moderate concentration risk;
- Institutional trading capacity and efficiency;
- Active portfolio management and regular rebalancing;
- Independent compliance oversight from one of Canada's leading discretionary account programs;
- Disciplined buy/sell ranges, supported by in-depth analytics.
