Discretionary Investment Management
Cameron offers portfolio management on a discretionary basis, which provides clients with the freedom from the responsibility of asset management. Managed accounts are charged an annual fee based on the assets under administration, without paying a commission per trade.
In terms of portfolio construction, we build tailored investment solutions based on the unique goals and risk tolerance of each individual investor. Once we have built the customized portfolio, it’s our objective to grow and protect our clients’ wealth over the long term. Our disciplined, value-based investment approach allows us to identify and invest in best-in-class businesses when they become undervalued. It lets us seek out strong companies with robust fundamentals, distinct competitive advantages and margins of safety. By doing so, we aim to achieve solid long-term absolute performance.
Summary of Services
- Discretionary portfolio management
- Equity portfolios built with the expertise from Odlum Brown’s highly regarded in-house Research Department
- Comprehensive fixed income solutions that provide stability in client portfolios
- Confidentiality and privacy at all times
- High-level service with a client-focused approach
- Transparency around management fees
- Personalized reviews and updates on a regular basis
- Timely updates and market commentary
- Collaborative relationship and communication with other professional services (accountants, lawyers, etc.)
- Tax-efficient portfolios with management fees that may be tax deductible for non-registered accounts