Colin McPherson

JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies.

Provides securities brokerage services

1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time.

Functions as a College/University

Wealhouse’s portfolio of funds offers a variety of strategies that are designed to preserve or grow wealth as market conditions change over time. They are investment generalists, tuned in to find value and opportunities as they arise. The firm is constantly learning and evolving their strategies to take advantage of the changes the markets inevitably go through. They anticipate these shifts so they can mitigate risk, identify opportunity and protect client’s capital.