1) do not have the knowledge of capital markets to make prudent investment decisions
2) do not have the time to properly analyze investment markets on a daily basis, and
Discretionary management can only be provided by licensed portfolio managers. It is an investment service whereby the client retains complete control over how their portfolio is managed, and leaves the day to day decision making to IceCap Asset Management.
Together, the client and investment manager develop an Investment Policy Statement, which details the Return and Risk objectives, along with all investment constraints including Liquidity, Legal, Taxes, Time Horizon, and other unique factors that make achieving the objectives a challenge. Upon detailing your investment objectives and constraints, an appropriate asset mix is recommended that will help you achieve your objectives.
Flexibility is the best way to describe our services for all clients. We provide discretionary investment management for just about everybody including:
For individuals, we manage taxable and non-taxable accounts including RRSP and other retirement type accounts, as well as educational savings plans.
Prior to managing any portfolio, we have a good chat with our client so that we may develop an Investment Policy Statement. This document is your blue print for exactly how your portfolio should be structured and then managed on an ongoing basis. And because you and your investment goals are different from everyone else, your portfolio strategy will be different as well. In other words, it will be created specifically for you.
We have over 13 years experience managing investment portfolios for trusts. We provide strategies geared towards the separation of both capital and income, as well as total return strategies for trusts that are structured for this approach.
Our approach also focuses on ensuring settlors, beneficiaries and trustees are always comfortable and informed of current strategies and global market conditions.
Foundations and Endowments
Whether it is a specific distribution objective or inflation linked objective, we are able to provide strategies to achieve your investment objectives. Trustees and other fiduciaries will feel confident with our approach to portfolio construction and our ongoing portfolio and strategy updates.
For charities and not-for-profit organizations we help them achieve their aspirations and enable trustees to meet their fiduciary obligations. Strategies can be structured to meet your specific goals and objectives, while also allowing for the flexibility that is often needed for today’s charitable trusts.
For registered charities we are pleased offer a 50% discount on investment management fees.
For our institutional clients, IceCap Asset Management provides asset allocation strategy services.
Our asset allocation approach provides forward thinking analysis and recommendations on equity, fixed income, commodity, and currencies asset classes, as well as a global macro economic outlook for several key factors including inflation and monetary policy.
This quarterly presentation details a view on asset markets with a specific focus on liquidity, earnings, sentiment, and technical indicators and how it will impact your portfolio on both an absolute and relative basis.
When considering your fiduciary duty to plan members, this is a perfect solution to providing a perspective which is independent of your current investment managers.