Personalized, astute investment leadership
Taking advantage of our extensive education and wealth of experience in finance and business, we determine asset allocation and portfolio objectives, which are then formally outlined in a personalized Investment Policy Statement (IPS). Then, we get to work identifying the best possible investments for each client.
We prefer to be active managers of investments, reacting to new opportunities that arise on a continual basis. Where appropriate, we are invested alongside our clients and fees are based on performance. We only take on new investors to the extent that we do not sacrifice our commitments and high level of service to existing clients.
Investments. We are always seeking to ensure our clients are positioned in the strongest performing sectors in the market at any given time. We have the flexibility and resources to choose from a comprehensive variety of vehicles, including domestic and international equities, bonds, flow-through shares, options, and Exchange Traded Funds (ETFs). Here in Calgary, we are exposed to opportunities in the resource and energy markets, and many US investors seek our advice regarding these equities.
Risk management. Stop losses, exchanged traded funds and sophisticated option strategies such as covered call writing, put writing and purchasing of puts help us to mitigate risk.
Customized reporting and performance analysis. When required. we prepare custom reports and performance analysis specific to an individual client’s needs.
Customized research. In addition to Richardson GMP’s research that we make available to clients, we often obtain or create analysis specific to a client’s unique needs. We share our own commentary on markets during difficult or unique periods.
Special events. Throughout the year, we offer clients the opportunity to come and listen to distinguished speakers to keep them informed. Each year, we support a charitable organization through a charity event. We have raised money for Calgary Hospice, The Alberta Children’s Hospital Foundation and the Kidney Foundation.