Investment management is a business of trust between the client and their portfolio manager. Delivering tailored investment solutions with superior returns to meet the complex needs of our clients is the mantle that we have chosen.
Delivering tailored investment solutions with superior returns is the mantle that we have chosen.
We believe so strongly in the above, that Bellwether management is invested in the portfolios along with their clients. This provides our clients with the confidence that experienced and committed investment professionals are carefully investing their hard earned money like it is their own. Furthermore, we are committed to continuing to expand our investment solutions by leveraging the skills and experience of our team.
Additionally, we believe in the tenets of openness and transparency, and have gone to great lengths to ensure a system of controls is in place to protect our clients' assets.
These controls include:
- Segregated account and pooled fund custody (TD Waterhouse Canada Inc.)
- Compliance to Ontario Securities Commission monthly guidelines
- Our conduct is governed by the Code of Ethics and Professional Conduct as defined by the CFA Institute
The fundamental tenet of openness and transparency pervades all dealing with our clients.
Tailored Financial Solutions
…RESULTS DRIVEN