Why Use Discretionary Management?

Rouleau Investment Group's assets under management have grown significantly and time is a scarce resource. We have an Absolute Return philosophy, and we wish to be evaluated by clients based on our own decision making and strategy implementation.

Action needs to be taken based on our group's unique research method, which filters out noise that can lead average investors astray in both positive and negative markets. Improved efficiency in research, review of client portfolios and execution of decisions has become necessary for providing sound financial services.

We have developed distinct portfolio models based on our clients' different risk profiles. This has allowed us to act on their behalf in a much timelier manner than would be possible in a traditional non-discretionary practice. Crucial decisions and implementation of tactical strategies can now take place in real time. We are now able to take advantage of inefficiencies in market pricing of assets.