Investment Advice Ottawa

By: Mullins Capital Management  09-12-2011
Keywords: Investment Approach

With a thorough understanding of your financial circumstances and requirements we are relentless in our pursuit of excellent risk-adjusted return.

The approach is customized to your wishes but the underlying themes are consistently applied: proper diversification, control of and minimized fees and tax costs, consistent permanent investments that provide return in the short term but more importantly a portfolio that will provide sustained performance to offset the longer term requirements for your money.

The investment approach and specific products have evolved in the past twenty years but the thinking remains consistent.

Keywords: Investment Approach

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Integrating you into our process

A policy statement allows us to consider strategies in advance so we can manage your assets in an effective and pre-planned manner. Extreme volatility clearly differentiates those that have a sound basis from those strategies based on chance. Such evaluations may indicate that corresponding changes to your investment plan are called for. We consider your unique constraints and balance them against your values and goals.


Key Principles and Beliefs

Though prices are not always correct, markets are so competitive that it is unlikely any single investor can routinely profit at the expense of all other investors. Attempts to either select individual securities or time market movements contributed very little to investor performance, and in most cases had a negative effect.