Strategic Portfolios

Target Allocations with Regular Rebalancing

Counsel Strategic Portfolios adopt a disciplined strategy to efficiently allocate investments across various asset classes, geographic markets, and investment styles. We offer a spectrum of investment solutions that combine value, growth and trend following investment styles to optimize the trade-off between risk and reward, and maximize potential returns. At regular intervals, we will rebalance the portfolios by selling asset classes that have outperformed and buy those that are underperforming. This allows us to re-optimize a portfolio back to its target asset allocation weights.

 

 

 

CATALOGUE

Strategic Solutions

OUR PROCESS

Where discipline and strategy meet process

REFERENCE

Our Investment Specialists

MARKET MONITOR

Momentum in Canada - Interview with Picton Mahoney

VIDEO

Why Would I Choose a Canadian Portfolio

INSIGHT

Staying Home has its Merits