Our Services
Conserving Capital
Getting the Edge

Getting the Edge Over Mainstream Investors

When it is advantageous over the short or mid term, I subscribe judiciously to Blackmont’s Integrated Managed Account (IMA) platform that exposes my clients to some of the world’s finest money managers. I minimize traditional mega-size mutual funds; they are so large, it is difficult to make adjustments quickly enough to minimize loss when a downturn occurs.

Packaged products appeal to mainstream investors who feel comfortable with familiar names. What many investors fail to realize is that the majority of mutual funds contain traditional equity funds, which are correlated to the broad market indices. These funds are usually not well diversified, and so they are vulnerable to major market corrections. They usually also involve high Management Expense Ratios (MER).

I aim to enhance your portfolio’s performance to meet or exceed the broad indices, while lowering your fees. To do this, I screen and select better, lower correlated assets for your portfolio. This often involves searching for globally diversified alternative investment solutions including structured products, real estate, hedge funds, and private equity which has become an attractive asset class in its own right, offering potential for superior returns and low correlation with most public market instruments.

 
Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.