Intrinsic Financial Group
"The most important aspect to building wealth over the long-term, is creating a well thought out strategy and sticking with it through good times and bad. You have to do this regardless of where your emotions want to take you."
- Adam Slumskie, Portfolio Manager
Our Portfolios are exclusive to the Intrinsic Financial Group and are designed using our disciplined, consistent, and rules-based investment approach and philosophy. This approach aims to provide you with superior rates of return over the long-term. We do our own internal research on each holding that we hand pick for our portfolios and take pride in how each has performed since their inception. Our team has proven success in managing money, which is evident in our portfolio performance. We have four portfolios that we manage based on the lifestyle, needs, and risk tolerances of our clients. We can also tailor a blend of approaches to meet our individual or corporate client needs.
Click the links below to see the most recent quarterly updates (where available).
The IFG Conservative Portfolio’s objective is to provide capital preservation and peace of mind to our most risk averse clients. These portfolios are tailored to meet income requirements on a monthly, quarterly, or annual basis and their goal is to create that income through their investment holdings over the course of the year.
The IFG Growth and Income Portfolio is a blend of high quality, dividend paying ideas from Canada, the U.S. and International markets, along with names in those markets that meet our criteria for growth potential. This mandate carries a blend of names from both our balanced and growth portfolios, along with some alternative and income bearing investments. These are meant for limiting volatility while maintaining a healthy upside potential. The portfolio is meant for investors who take a medium to long-term perspective of the market
