Services

 

We primarily manage aggressive growth portfolios for qualified clients, in return for a fee based entirely on investment account performance. Portfolios may hold long-positions and short-positions for various lengths of time, ranging from very short-term to long-term. While we primarily invest in common shares and exchange traded funds, we may use options to protect the portfolio or individual positions, or to generate additional income.

We also manage less aggressive portfolios designed to generate fixed-income, equity-income or growth, in return for a fee based on the value of the assets we manage. These portfolios primarily hold common shares, preferred shares and exchange traded funds.

Minimum Account Size

If we charge your account an asset based fee, we generally require a minimum of $100,000 in assets in account(s) we manage for you.

If you are a qualified investor and we charge your account a performance-based fee, we generally require a minimum of $1,000,000 in assets in account(s) we manage for you.

At our sole discretion and subject to any applicable rules and regulations, we may waive the minimum account size. For example, we may waive the minimum if you appear to have significant potential for increasing your assets under our management. In certain circumstances, we may also combine account values for you and your minor children, joint accounts with your spouse and other types of related accounts to meet the stated minimum.