Private Clients
Investment Strategy
Through our differentiated client discovery process, we will evaluate your return objectives, risk tolerance, liquidity needs and unique circumstances. This allows us to design a tailored investment strategy that can be harnessed to allow your goals to be met.
Portfolio Structure
At PARK, our aim is to deliver peace of mind by helping you grow your wealth and secure long-term financial stability. We accomplish this through a sophisticated approach towards structuring your portfolio in a manner that balances risk and return with your specific requirements and lifestyle in mind.
Manager Selection
PARK makes it possible to engage any manager available to Canadian investors. We identify and provide access to best-in-class managers with complete objectivity and no platform limitations. We only receive compensation from our clients, ensuring our primary incentive is your complete satisfaction.
Reporting & Advising
We want to help you understand your investments. With our proprietary capabilities, we provide consolidated reporting that is comprehensive yet clear. Our team strives to deliver exceptional service and will meet at your convenience to provide updates and answer any questions you may have.
Institutional Services
Quantitative Screening
Our firm's customizable quantitative screening of the universe of institutional investment managers allows us to identify potential strategies for each traditional or alternative mandate based on extensive criteria. These include:
(1) Consistency of absolute and risk-adjusted returns;
(2) Relative volatility and risk characteristics;
(3) Low correlations to enhance portfolio diversification;
(4) Upside capture and downside protection; and
(5) Demonstrated ability to preserve capital.
Qualitative Due Diligence
We thoroughly research screened investment managers focusing on five key elements:
(1) Firm background, evolution and core capabilities;
(2) Key individuals responsible for the success of a strategy;
(3) Investment process, philosophy and buy/sell discipline;
(4) Ownership structure and compensation strategy; and
(5) Approach to operational and risk management.
Monitoring & Reporting
Our team continually monitors and evaluates each strategy determined to best fit your institutional portfolio. Through ongoing meetings with the portfolio managers and other relevant personnel at each investment firm, we ensure all strategies remain appropriate for your investment policy. We draw on our expertise to develop your institution's strategic asset allocation and investment policy.