Balanced Portfolios

Balanced portfolio mandates are structured for consistent returns within a low risk framework. This is accomplished through diversification in both the equity and fixed income areas and by the quality of the portfolio holdings.

In determining the appropriate asset mix, longer-term trends, including the business cycle, inflation and interest rate trends, fiscal and monetary policies and other financial indicators are considered. The impact of these factors on the various asset classes, in concert with the goals of high quality growth and capital preservation, drive our asset mix process.

The experience and depth of our investment team enables us to make portfolio decisions quickly and, more importantly, implement them into our client portfolios in a timely manner.

We do not believe in market timing, as such strategies increase volatility and detract from after-tax returns.

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