Our team's experience working with Canadian institutions dates back to 1983
We currently manage accounts for numerous institutions, including: cities, municipalities, towns, insurance reciprocal exchanges, school divisions, foundations, charities, health care organizations, and government bodies. Now in our thirty-sixth year of operation, we are responsible for the professional oversight and management of over 80 institutional accounts and manage approximately $2.3 billion in combined assets.
We pride ourselves on providing an unparalleled level of service to our institutional clients. Unlike many other wealth management advisors who place their clients into a ‘one-size-fits-all' pooled fund, we take the time to discover the unique objectives and goals of each institutional client, and build customized portfolios to meet their specific financial needs.
We are uniquely positioned to apply our experience and resources to help your institution achieve its investment goals.
Implementing a successful long-term investment program starts with a carefully designed Investment Policy Statement (IPS).
We work with key decision makers to formulate a long-term policy plan, adding discipline to the investment process and ensuring investment decisions are considered within a portfolio context. By addressing major investment goals at the onset, such as preservation of capital, return on investment, time horizon, regulatory concerns, and liquidity needs (among other considerations), institutional portfolios are given the professional attention they deserve.
Each institution faces unique constraints with respect to investment management. Our philosophy is rooted in the Prudent Investor Rule, which anchors most investment legislation. Return of capital and liquidity rank ahead of return on capital, regardless of the interest rate environment or other economic conditions. By operating strictly within your unique investment policy, we work to reduce the risk of your portfolio.
We work hard to educate clients and their employees about the markets. Every year, the team hosts several seminars designed to educate the client about the investing landscape and the economy. We also conduct investment workshops that are designed to raise the overall knowledge level of institutional officers. These workshops are conducted in small groups to provide a unique opportunity to hear directly from influential industry leaders.
Our goal is to better understand the strengths and challenges being faced by institutions in the current economic environment, which in turn helps us tailor our investment approach to achieve growth objectives and mitigate risk.