Strategy Overview

Investment Approach

Our approach is highly customized to each portfolio’s investment objectives. Our Direct Client group has broad cross-market expertise and long-term experience interacting with financial intermediaries, attorneys and accountants in addressing client-specific issues such as tax considerations, estate and planning issues, gifting, and retirement and pension factors.

We work directly with clients and their advisors to construct customized portfolios designed to achieve their investment goals. We manage our portfolios with a long-term outlook and we seek to preserve and enhance the capital base while achieving a tax efficient risk-adjusted total return.

Key Characteristics

  • Individual and family-oriented approach
  • Specialized portfolios and strategies
  • Tax efficient investing
  • Diversification
  • Long-term strategic investment horizon
  • Identify short-term tactical opportunities
  • Portfolios developed in synergy with other investments

Disclaimer

Nothing on this website should be viewed as a recommendation, offer or solicitation to buy or sell any security or investment and does not constitute investment, legal, tax or accounting advice. Services are offered only to qualified investors and only in accordance with applicable laws and regulations in each relevant jurisdiction. Information is believed to be accurate as of the publication date but may change without notice; no warranty is provided, and Fiera Capital and its affiliates disclaim liability for its use.

Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.

Environmental, social, governance (“ESG”) or impact related goals, commitments, or initiatives referenced on this website are voluntary, may not apply uniformly across strategies, and may be modified or discontinued at Fiera Capital’s discretion. ESG-related processes do not guarantee any specific investment outcome.