GENn Investment Counsel
GENn Investment Counsel is a Registered Portfolio Manager in Alberta. As a subsidiary of GENn Family Office our mission is manage wealth for our client families as efficiently as possible to ensure their wealth grows through to the Nth generation.
GENn Investment Counsel is a Registered Portfolio Manager in Alberta. As a subsidiary of GENn Family Office our mission is manage wealth for our client families as efficiently as possible to ensure their wealth grows through to the Nth generation. Our Focus We rely on technology and scientific research to provide our clients the most efficient path to realize their investment goals. As an independent advisor we have no products to sell and our only allegiance is to our clients which ensure our motivations remain constantly aligned. Portfolio Construction We build and manage portfolios with incredible care and attention paid to the risk profiles and needs of our clients. Each client is unique and a portfolio is tailored specifically for them. Investment Management We provide clients a broad array of investment products, asset classes and geographic regions with direct access to equity, fixed income and derivatives markets around the world. We feel this global offering is essential to control risk for clients while providing them meaningful returns. Services We provide discretionary portfolio management services to individuals, trusts, pensions and corporate entities. Security We act on our clients behalf as a discretionary manager for their assets. We do not ever hold or custody client assets. Clients can choose their preferred bank or custodian for their assets and keep 100% control of their funds. We trade investments on behalf of the client to ensure the portfolios are within the risk parameters and achieving our client’s goals. Portfolio Management Our team combines decades of investing experience with a hands-on client focus to provide investment management that you can trust. We trade multiple securities: equities, bonds, options, futures, and more, but we only trade what fits our client’s unique profile. Portfolio management and asset allocation follow proven, disciplined strategies that are designed to meet our client’s financial goals. Investment Philosophy We manage assets by minimizing tracking error for index based investment strategies. Our interpretation of the vast body of scientific literature is that active management is not worth paying large premiums for. We add value to our client portfolios through cost reductions and bespoke risk management structuring .
Address: 2424 4 Street SW Suite 920. Calgary, Alberta T2S 2T4 Canada
Phone: +1 403 475 3389
FAX:
