In addition to the custom portfolios we manage for clients, we have a selection of 7 strategies or “model portfolios” which clients may follow. We have a portfolio available for every risk profile, and the portfolios can be constructed within Managed Accounts, tax-advantaged “wrapper” accounts, as well as trusts, pensions and corporate benefit plans.

Contact us to complete a risk tolerance questionnaire and find out which portfolio is right for you.

Model Portfolios
Moderate RiskMedium RiskMedium - High RiskModerate - Aggressive RiskHigh Risk
Balanced Mutual Fund Portfolio

Annual returns per year since inception +6.33%
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Passive Multi-Manager Portfolio

Annual returns per year since inception +14.14%
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Growth Mutual Fund Portfolio


Annual returns per year since inception +5.56%
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Smart Risk Portfolio


Annual returns per year since inception +3.68%
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Global Equity Navigator


Annual returns per year since inception +23.71%
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iShares/Vanguard Index Fund Portfolio

Annual returns per year since inception +5.63%
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Warren Buffett Portfolio


Annual returns per year since inception +5.13%
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