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You are leaving the website of Fiera Capital. Please note that Fiera Capital does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. Investment advisory services for U.S. persons are provided by Fiera Capital’s U.S. affiliates, Bel Air Investment Advisors LLC, Wilkinson O’Grady & Co., Inc. and Fiera Asset Management USA.
Power of Thinking

About Us

Fiera Capital Private Wealth is an independent investment advisor offering customized investment solutions to high net worth investors. We adopt a consultative process to determine a client’s risk tolerance and investment needs.

Helping clients achieve their investment goals is our most important job.

Once a client’s needs are determined, we create a personalized portfolio that can include stocks, bonds and a wide array of non-traditional strategies on the income related front as well as the growth side. Our goal is to optimize, based on our client’s specific needs, the overall portfolio risk-return ratio. Client portfolios are typically adjusted from time to time based on change in market conditions.

All portfolios are managed on a discretionary basis and, for additional comfort and security, accounts are held at well-known financial institutions specializing in asset custody. Our clients have virtually every aspect of the investment process managed for them, including account set-up, asset allocation, trading individual securities and/or pooled funds and ongoing portfolio monitoring. Fees are based on the value of assets managed and this transparent approach aligns our interests with those of our clients.

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