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