COLEFORD is an independent, private wealth management firm, based in Toronto, serving the special investment needs of high net worth Canadians and charitable foundations. For more than a decade, we have provided proven, discretionary management of segregated portfolios for private investors with minimum aggregate family investable assets (taxable accounts, RRSPs, RRIFs, estates, trusts, and personal corporations) of $1,000,000. Our bottom-up "value approach" to investing and our extremely low manager to client ratio make Coleford a logical choice for the discerning, long-term investor. Coleford is a member of the Investment Counsel Association of Canada.
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The Coleford Cottage
Coleford is the name of a village in the
Forest of Dean Region
in England. Our cottage logo reflects our straightforward and conservative approach to the investment management
process.
Our History
Todd Edgar, Bill Fillmore and Roger Wilson founded Coleford in 1989 based on the belief that high net worth
individuals deserve personal service from a dedicated, professional investment manager. A manager who is
responsible not only for client service and reporting – but who is directly involved in portfolio strategy and
investment decision-making. Today, our founders, along with other well-tenured, resident portfolio managers,
continue to provide this unparalleled level of personal service for some of Canada’s most successful entrepreneurs
and their families.
Our Points of Difference
Clients tell us there are four points of difference between Coleford and other private wealth managers. The first
is our size. We are a boutique that does not believe in the practice of separating client service from portfolio
management. Rather, by eliminating the layer commonly found in other organizations between investment
decision-making and client reporting, we achieve better communications. To ensure continuity and depth of
management, we work as a team. Each managing partner is intimately familiar with the background and holdings of
each client account. In turn, each account has a primary and backup portfolio manager.
The second difference is our investment approach. We are value managers who eschew small cap stocks, gold stocks,
initial public offerings, private placements, tax-structured investment vehicles, options and derivatives. Instead,
we concentrate on owning high quality companies and fixed income instruments. The third difference is that all
investment accounts are separately managed in segregated portfolios, tailored to meet each client’s specific
objectives. We do not group client funds based on a one-size fits all strategy. The fourth difference is that
Coleford enjoys long-term relationships with clients who value the consistency of approach and investment return
that we can deliver.
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