Portfolio Management

Managed - Maple Tree_Lake

Haywood Securities Portfolio Management offers customized, client centric, multi-asset portfolios for individuals and their families, business owners and like-minded entrepreneurs with a minimum of $250,000 in investable assets. Through our offices in Vancouver, Toronto and Calgary, our Portfolio Managers (PMs) provide unique and innovative investment strategies that aim to deliver enhanced risk-adjusted long-term returns allowing us to earn the confidence and trust of our clients.

Your portfolio will consist of securities that you own directly, constructed by your PM employing a strict buy and sell discipline that takes the emotion out of the decision-making process.  We believe in a style agnostic, unconstrained, global outlook, backed by our 25-year involvement in the capital markets.  Our unparalleled customer service fully aligns our interest with those of our clients.  Your relationship will be with an experienced Haywood PM who stresses long-term capital growth and risk management above all else.  Marrying current quantitative investment techniques and strong fundamental analysis allows our PMs to construct portfolios that weather market volatility while providing realistic growth potential.  Additionally, our reporting procedures are timely, thorough and fully transparent.

Haywood Securities Unique Investment Philosophy

The financial industry is a complex world in which the timing and quality of information is essential when making intelligent investment decisions. Matching clients' investment objectives with the movement of the market requires a PM who is both flexible and disciplined while anticipating unforeseen risks - the true value of active investing.  That's why Haywood does not narrow its focus to a single mandated investment philosophy. Rather, our collective approach to portfolio management is influenced by the expertise of each individual PM who strives to preserve and grow our clients' wealth for now and for future generations.  We are bound by a single mandate to serve our clients in the most responsive and suitable manner by striving for excellence in everything we do.


 


Our Portfolio Managers