Overview

We believe that service and portfolio management are best delivered together rather than separately. By eliminating the layer commonly found in other organizations between investment decision making and client reporting, we achieve better communications and enhanced accountability.

To ensure continuity and depth of management, we work as a team. Each managing partner is intimately familiar with the background and holdings of their client accounts and is supported by another portfolio manager and our dedicated operations staff.

This approach creates meaningful personal bonds between our clients and our team by ensuring a low client-to-manager relationship.

Overall, as a Coleford client you are guaranteed:

  • Unfettered access to your personal portfolio manager
  • Attentive personal service and support
  • Regular portfolio holding reviews
  • Informative quarterly reports
  • Rebalancing of your portfolio as required

There are three major areas of service we offer:

  • Segregated Account Management
     Tailored to meet each client’s specific objectives and individually suited to their needs.  
  • Coleford Equity Fund
    Offering the benefits of our investment management services to family members of existing clients and to clients with smaller pools of capital (i.e., TFSA’s/RESP’s)
  • Financial Planning
    We use financial planning as an integrated part of our investment strategy. We are able to help our clients visualize the future by offering multiple scenarios for review.