Rowan-Legg Wealth Management invests in well diversified portfolios that are tailored to the client. Our portfolios are managed on a discretionary basis which allows for more timely investment and execution.
![Our portfolios consist of: Canadian, U.S. and international common equities. Government and corporate fixed income. Tax-efficient, higher yielding investment instruments (i.e. preferred shares). Low-fee mutual funds and exchange traded funds. Alternative investment funds.](/documents/685405/685467/CoreStrategies1.png/8563fc44-0828-43b2-8ecc-249dc453e7f7?t=1689258724311)
Our equity portfolios focus on sustainable dividend growth common equities. This is a proven approach that has outperformed the market since 2009 and does so with less volatility and better downside in most market environments. In addition, these portfolios generate a stable and growing cash flow that can be used as an income source in retirement.
Our Discretionary Investment Management Portfolios succeed because:
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We employ a highly disciplined quantitative and qualitative based investment process
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We generate very low turnover for greater tax-efficiency, but trade around positions to enhance value over time
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We target a long-term dividend growth rate of 8-10%
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We invest alongside our clients in the same portfolios