Investment Strategies
We believe a multi-manager portfolio is a superior approach to any single manager solution. Successful multi-manager investing can overcome challenges of different market environments and potentially deliver more diversified and consistent returns.
We are aware, transparency, customization, control and tax efficiency are important to many of our clients and hence focus on Separately Managed Accounts(SMA's) for unique investment goals and risk.
Global access and institutional scale
Backed by CIBC and CIBC Wood Gundy resources, our objective and unbiased investment process is tailored to our clients’ objectives, using specialized, institutional-quality global investment managers and expertise.
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Our Strategies
Income & Capital Preservation Strategies
- Growth & Income
- North America Yield Balanced
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Growth Strategies:
- North American Yield Equity Portfolio
- US Core Equity
- Global Equity Growth
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Alternatives/Private Equity
- Private equity
- Alternatives
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