We anticipate there will always be changes to both your lifestyle and capital markets, and we use a lifecycle approach to make sure we consistently meet your needs in the context of the investment landscape. This is where we do our best work.
OUR PORTFOLIOS
Equities
Our equity portfolios are built around the recommendations of Odlum Brown’s highly regarded in-house Research Department. Explore the links below to discover:
Fixed Income
Our bond portfolios and strategy are guided by the recommendations of our Fixed Income Strategist and our bond desk, headed by the Vice President, Trading and Syndication. Learn more about:
FEE STRUCTURE FOR MANAGED ACCOUNTS
Discretionary managed accounts are charged an annual fee, which is based on a percentage of the assets under administration and paid monthly. Our remuneration is tied to the performance of your portfolio under our guidance. Management fees for non-registered accounts may be income tax deductible.