Experience you can trust
Our experience and investment philosophy are the foundation of our approach to working with you. Together we establish investment guidelines to meet your unique needs, always focused on stability and solid returns over time.
We manage portfolios in two streams:
- Segregated accounts - for clients with assets of $1,000,000 or more
- Internally managed mutual funds (CWB CoreTM Mutual Funds) - for clients with assets between $100,000 and $1,000,000
The asset mix is based on the proportion of your investments in equities, fixed income and cash and equivalents. Your portfolio manager will work with you to build your optimum asset allocation.
Relationships you can rely on
All of your cash and investments are held through a custodial relationship with a third-party trust company. Your assets are held in an account registered in your name, accessible by you. The custodian simply holds the assets, collects interest and dividend payments on your behalf and provides you with tax reports.
In addition to ongoing conversations and meetings with your portfolio manager, you also receive regular reports from Adroit on your portfolio’s status and performance.
If you’re looking for an investment manager focused on capital preservation and long-term growth, contact one of our portfolio managers today.