The Mahrt Investment Group specializes in discretionary, segregated portfolio management for high net worth individuals, holding companies, trusts/estates and foundations. We focus on delivering a superior experience with a deep understanding of our client’s needs and financial aspirations. We manage investments and build strategies that are designed to prudently grow capital while managing risk.
The Mahrt Investment Group provides the overall strategy and security selection for your portfolio based on you long-term needs. As your personal investment manager, The Mahrt Investment Group will execute all trades on your behalf in a timely and efficient manner. This frees you from the day-to-day management of your investments and allows Rod and his team to react quickly to market opportunities. First and foremost we consider ourselves managers of risk.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.