Investing 100% of our own wealth.
Our money is handled exactly like yours.
Cutting our fees in half.
In the Avenue equity portfolio, if we don’t make you a positive rate of return in a given year, our fees are cut in half the following year.
Picking up the phone.
One direct line to speak to the person actually handling your money.
We will come to you.
We always encourage our clients to come to our office and get a sense of our investment process in action. But if you can’t come to us, we are always happy to come to you.
Being seriously accountable.
All senior Portfolio Managers are CFA charterholders. The firm is an independently owned Portfolio Manager registered in Ontario, Alberta, and B.C., with oversight by the Securities Commissions in these provinces. In addition, performance is independently examined and verified to make sure we are doing what we say we are doing.
Investing, not selling.
We’re interested in growing your investment wealth, not selling you financial products.
Customizing, not complicating.
We allocate your assets to meet your individual financial needs. Whether you have tax considerations, need for drawing income or different risk tolerance.
Focusing on absolute returns.
Inflation is the true destroyer of money over time. Our goal is to get the consistent returns we need and ignore investment fads and relative performance that can easily lead to bad decision- making.
Comprehensive financial planning.
For those who are looking for help putting a financial plan together, we will work with you and build a clear long-term plan with realistic goals that will let you sleep at night.
Tax, Legal and Estate.
Need improved tax or legal planning? We don’t do that but we have relationships with some great people.
Independent thought and integrity starts with independent ownership.
All our senior Portfolio Managers are CFA charterholders (Chartered Financial Analysts). We have a legal fiduciary duty to represent your best interest. We are not owned or controlled by a larger marketing-focused financial organization.
Avenue Investment Management is an independent Investment Counsellor Portfolio Manager registered in Ontario, Alberta, B.C. and Quebec with oversight by the Securities Commissions in these provinces. (It is important to note that bank-owned brokerage firms are “self-regulated” by an organization called IIROC.)
Your account is segregated and secure.
Your account is held at NBIN (National Bank Independent Network) in your name. All investment accounts are covered by the Canadian Investor Protection Fund (CIPF) in the amount of $1,000,000.
Our performance is independently verified.
Avenue Investment Management claims compliance with the Global Investment Performance Standards. (GIPS®)
Independent verifiers examine performance results every quarter and annually in accordance with GIPS®. Our performance is comparable on an apples to apples basis to all major money managers in the world that subscribe to this process.
To receive a list of composite description and/ or a presentation that complies with the GIPS® standards, please contact us.
Are there any restrictions on my account or investments?
We believe it’s always your money, and you can get it when you need it. We do require 5 days written notice, but there are no fees associated with withdrawals.
Can Avenue manage my corporate account?
We can manage most any type of account for an individual, endowment or corporation. Avenue also has several clients that reside outside of Canada. We just can’t manage US residents’ non-RSP accounts.