We are privileged to have established partnerships with the leading financial institutions (broker-dealers) in Canada. With our separately managed account (SMA) offerings and the recent launch of our first mutual fund, we provide advisors with unique investment solutions to meet client’s needs.
Our Sales & Marketing team is committed to providing a high level of service to Investment Advisors across the country. We strive to ensure you have a thorough understanding of our investment philosophy and how that benefits your clients. We take an educational approach to introducing our strategies which helps to demonstrate how and why our strategies are appropriate given the respective marketplace. We are here to support your efforts, we welcome inquiries and pride ourselves in timely responses.
Our Sales & Marketing team is dedicated to supporting Advisors, by conducting:
- Educational branch meetings
- 1-1 meetings & conference calls
- Quarterly performance/trade rationale email updates
- Open communication with our Portfolio Managers & Senior Partners
- Assistance with high net worth client/institutional opportunities
- Competitive portfolio analysis and market insights
Benefits For You And Your Clients
Employee-owned firm resulting in a completely independent and objective perspective
Accessibility and open communication with Barrantagh’s marketing team & senior professionals
Unique Segregated and Fund portfolios to meet client’s investment needs
Full disclosure with no surprises
Consistent investment decisions based on a time-tested proven value philosophy
Diversified portfolios offering a lower long-term risk profile
Low portfolio turnover providing greater tax efficiency for taxable accounts
Focused portfolios with a lower number of holdings resulting in stronger alpha generation
Log into our Advisor Portal for access to quarterly updates, presentation materials, trading activity, performance updates and related articles on our separately managed account (SMA) mandates and/or mutual funds that are specific to your firm. If you are a registered investment advisor and require log-in credentials, please contact us.