Objective The principle objective of the TrueBalanceTM Portfolio is to generate tax-effective income while preserving capital in all but the most adverse market environments.
Strategies Our TrueBalanceTM Portfolio was inspired by the asset allocation models pioneered by the endowment offices at Yale and Harvard universities. It blends traditional and alternative investment strategies to provide tax efficient income and superior risk adjusted returns. The portfolio will invest in a diverse selection of securities in both traditional and alternative asset classes, including cash equivalents, fixed income, equities, alternative strategies, real assets, and private capital. Asset weightings are not tied to any benchmark and as a result the portfolio's asset allocation will shift over the complete market cycle to adapt to changing market conditions. The portfolio may hold other investment funds to gain access to managers with unique or specialized skills.
Suitability The TrueBalanceTM Portfolio Portfolio is designed to be the core investment holding for investors with an investment horizon of at least 3 years.
Portfolio Policies The TrueBalanceTM Portfolio has a minimum initial investment requirement of $150,000 for qualified investors. It is a CRA-registered investment with multiple unit classes that allow it to be purchased in either fee-based or commission-based investment accounts.
