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Private Portfolio Management
Our Private Portfolio Management service is a highly flexible, discretionary investment management solution available to clients with investable assets greater than $750,000.
Select Managed Portfolios
Our Select Managed Portfolio service is a discretionary investment management solution with a structured approach available to clients with investable assets between $250,000 and $750,000.
The Hemisphere Foundation
The private giving Hemisphere Foundation was created to promote philanthropy and estate planning by offering our clients a convenient way to simplify their charitable giving.
Connected Counsel
The Connected Counsel platform brings partner firms together to enhance the value added to mutual client relationships.
- Performance
Private Portfolio Management
The Core Balanced Composite consists of consolidated client portfolios with an equity mix between 40% and 80%.
The Income Balanced Composite consists of consolidated client portfolios with and equity mix between 15% and 40%.
Select Managed Portfolios
Pooled Funds
The Canadian Value Fund invests primarily in high-quality Canadian companies.
The Select Shares U.S. Fund invests primarily in high quality, larger capitalization companies that are listed on U.S. and foreign exchanges.
Global Investment Performance Standards (GIPS®)
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results.
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