PARTNERING WITH ADVISORS

Our strategies help you build the portfolio you want and need.

Computerized Portfolio Management Services (CPMS) products will be deactivating all client access points effective on December 31st, 2023.

Need a replacement for your discontinued model portfolio strategies to seamlessly transition your discretionary practice? Discover us today!

Featured Strategies

Need a powerful yet simple sector allocation overlay for your portfolio?

  • Invest in 2-3 sectors through the Select Sector SPDR ETFs;
  • Outperformed the S&P 500 by 10.9% as 5-year annualized return;
  • Seize investment opportunities throughout the US business cycle;
  • Low portfolio turnover to minimize costs and tax consequences.

Need a strategy for your mid-sized client accounts? Look no more.

  • Our best 10 Canadian, 10 U.S. and 10 ADR’s stocks altogether;
  • Beat our custom benchmark 9.0% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

Who said high yield is boring? Revive your retiree’s equity mandate.

  • 25 Canadian stocks in tax-preferred dividend paying companies;
  • Outperformed the S&P TSX by 2.4% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

The future is now: invest in innovative and disruptive U.S. companies.

  • 20 U.S. large cap stocks with a 5-Year EPS growth rate of 28.8%;
  • Outperformed the S&P 500 by 5.4% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

Relying on mutual funds and ETFs for your international exposure?

  • 25 ADR’s or U.S. foreign ordinaries with an average ROE of 14.8%;
  • Outperformed the MSCI ACWX by 0.9% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

Intrigued? Discover Our Strategies Today

Have a question?

Discuss with me now on LinkedIn by clicking my picture.

Francois Soto, CFA, MBA, FRM, CIM
Founder, Portfolio Manager