We have a valuable opportunity for you!
Do you ever wonder how your portfolio compares to other portfolios? We provide a report that measures any investment portfolio against each of our five premium quality model portfolios that we systematically designed and plots them all together alongside a neutral index.
All you have to do to receive your evaluation is provide our team with either 1) your investment statement, or 2) a list of your holdings and the percentage in each. We will produce a report for you which outlines your relative results.
As we have implemented our five model portfolios over the last year we have been very pleased with the results. To compare your portfolio against a neutral benchmark will also objectively demonstrate how your funds are performing within their mandates for the amount of risk that you are personally comfortable taking.
Call our team at 416.258.8907 for your Risk-Return Report.
Please forward this opportunity anyone who may benefit.
We look forward to hearing from you!
