Welcome

We provide institutional quality sales, trading and new issue opportunities to sophisticated, High Net Worth investors. We build risk diversified portfolios, drawing on Richardson GMP’s research and investment banking expertise and our own 20 years of experience working on institutional trading desks.

The client experience

We start by understanding a client’s financial situation and their investment goals. Sometimes we advise on only a portion of a substantial portfolio - the piece that is most related to the research and investment banking expertise of Richardson GMP and the entrepreneurial companies we follow.

An investment policy statement usually outlines the client’s investment goals. Return objectives are carefully assessed against the appetite for risk required to achieve those returns. Our clients are very knowledgeable and look to us for new ideas.

We live in a most challenging investment environment. Market volatility has increased markedly over the past few years and financial risk is high. We help investors navigate their capital through "treacherous waters” so that they can earn a reasonable return on their money and retire comfortably.

If you’d like to learn more, we welcome your call. For more information about our Investment Philosophy, click here

My outlook for 2016 - Jim's Take

With the volatility we have witnessed in these first couple weeks of trading I wanted to send out my thoughts and projections for the year. For my full comment on the upcoming year, please click here.

You can also keep up to speed with the markets (where they have been and where they may be heading) by reading the blog posts put out in the weeks to come by the Richardson GMP Asset Management Team. To access their blog, please click here.


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 December 2018
Is this a repeat of 1998?
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12 December 2018
Whatever you do, don't look now
View article