Investment Management

First and foremost, we see ourselves as managers of risk.

An Investing Policy Statement governs each client’s investment approach, whether individual or institutional.

This statement serves as a “constitution” that controls the working essence of each client relationship.

As an investor, your goal is to either build wealth or protect the capital you already have. We believe that using a highly disciplined and controlled procedure is the best method to secure and compound our clients’ wealth.

We utilize the following investment concepts regardless of where you are in the process:

Diversified Portfolio Management

We concentrate on diversifying portfolios based on a range of characteristics such as corporate sectors, firm size, geography, and the most important asset class.

Risk Management

Our strategies are designed to be less volatile than the market as a whole. During times of market stress, this gives clients added peace of mind.

Taking Ownership

We believe that an investment should be considered as a share of ownership in a company rather than a stock to trade in the short term. That, we feel, is how true wealth is built over time.

Investing That Saves Taxes

We make sure that our clients' investment "buckets" are set up correctly and that their money is compounding effectively. For taxable accounts, buying businesses to hold for years is often more tax-efficient for taxable accounts.

Keep your objectivity

To ensure that we are getting information from a varied variety of sources, we use research from numerous third-party companies that we pay for separately.

An investor’s ecosystem can have many moving parts. Whether the client is a business owner, a foundation seeking to find a balance between giving now and maintaining their legacy, a professional with a busy practice of their own, a multi-tasking parent or a retiree with an active personal life, they can be distracted or diverted by their day-to-day activities.

Consequently, many clients have expressed that they need guidance in orchestrating their complex financial affairs. In this context, Degelman Pruden Wealth often assumes the role of “Quarterback” for a team of related professionals, such as lawyers, accountants, estate planning specialists, executors, among others.

While we provide our clients access to many of these professionals directly through our team and firm, we are also happy to collaborate with professionals outside our network in instances where there is a pre-existing relationship with a client.

This “Quarterback” role is ongoing for each client, whether individual or institutional and often involves ensuring all blind spots and factors are considered when thinking about complex concerns such as estate planning and wealth transfer.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.