Investment Strategies Protecting your assets
Diversification is key to risk reduction and to protecting your assets. With a background in working internationally and as an analyst, along with the team of professionals I have created and the Raymond James resources, we offer our clients many years of expertise along with global opportunities.
'I began investing with Matias when I was just getting going in my career about 25 years ago, so it was in the late 1990s. We knew each other and I trusted him. Matias has always been very calm and non-reactionary when the markets have been volatile. He's talked me out of some impulsive decisions. He's knowledgeable and experienced. He stands firmly behind his decisions, but I've never felt pressured by him. We've done well and the last few years have been especially good.’ James R., client
We guide through a range of options available to you including traditional investments such as equities, fixed income, annuities, mutual funds and exchange-traded funds along with additional choices:
- alternative investments
- separately managed accounts
- managed discretionary accounts
- wrap accounts
- structured products and options
Our team assesses each of these opportunities to determine which are in alignment with your objectives and goals. We consider potential for growth, income, capital preservation, risk, time and other critical factors.
Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.
Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments
If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.
