Access custom investment management solutions tailored to unique institutional requirements.
Our investment style and strategy is well-suited to managing accounts for endowments, foundations and other overseen portfolios. Our systems have been developed to allow asset owners to dictate excluded investments from their portfolio, allowing their values to be reflected in their investments. We do this while delivering compelling returns and meeting the risk parameters set out in the Investment Policy.
Our investments include fixed income and listed public equities. Our investable universe includes securities listed on Canadian and US exchanges, including ADRs.
Our team has extensive experience working with asset owners and can respond to Requests For Proposal. We do not have relationships with search consultants and other third parties. We will work directly with your organization for success. If you would like us to submit a proposal to manage investments for you, please contact Russell Moldowan.
Book a Complimentary Consultation