Managed Portfolios

Adapt to Short-term Changes

If you want your investments to take advantage of short-term market changes, you can select from Counsel’s range of Managed Portfolios. The Counsel Managed Portfolios have the flexibility to maximize opportunities and mitigate risk by adjusting the portfolio’s asset allocation when needed.

Counsel Managed Portfolios are distinguished by a two-layer investment approach:

  1. Based on market and economic analysis, an asset allocation specialist will regularly adjust the weights of each mandate within a portfolio to capitalize on the performance expectations for each geographic region and/or asset class.
  2. Our investment specialists utilize their own unique investment styles to manage the investments in their respective mandate.


Quarterly Commentary


Lincluden: History, Investment Philosophy and Team


Our Investment Specialists


Thoughts from Our President and CEO, Sam Febbraro


Watch Interviews with Our Investment Specialists