Private Wealth
Overview
Our goal is to provide our clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements. We have the systems in place to manage individual client constraints at both the policy level and the security level. Using a team approach to investment management, we bring the skill and experience of the entire team to bear on our client portfolios.
We stress high quality and liquidity in all our portfolios, thereby purchasing primarily larger capitalization securities. We stick to our investment strategies consistently.
Accredited investors can choose to start out by investing in one or several of our pooled funds. However, we also offer more personalized investment solutions for clients who want to take part in our investment strategies, but may have special concerns or complex requirements.
Why Us?
For many individuals and families, there comes a time to consider specialized, private wealth management. Perhaps the client has outgrown their local advisor; or grown wary of the generic, one-size-fits-none investment strategies marketed to the masses; or they may simply be looking for a better ‘fit’ with the people that will help manage their portfolio.
At J Zechner Associates, we welcome clients that are new to private wealth management, and are ready to listen and learn about each of our clients’ goals, concerns and beliefs about their investment portfolio.
We are not trying to be everything to everyone; rather, as you’ll discover, we’ve kept our focus to a few specialized investment strategies: small cap equity, Canadian equity, a balanced fund as well as a global hedge fund. We believe that these specialties can serve judicious investors remarkably well, while steering clear of investment fads and gimmickry.
We believe our size and experience are assets in Canadian private wealth management: we’re large and well-known enough to get access to to large scale opportunities, but small enough to gain access to other opportunities that wouldn’t register for larger firms and funds. And our size is also ‘just right’ to provide service that is both personal and well-managed.
Performance
The latest performance numbers* for our pooled funds.
| 1 yr | 3 yr | 5 yr | Since Inception | |
|---|---|---|---|---|
| Pooled Balanced Fund | -11.60% | 5.50% | 0.66% | 1.68% |
| Special Equity Fund | -34.51% | 21.81% | 1.57% | 6.52% |
| Canadian Equity Pooled Fund | -28.64% | -14.60% | n/a | -19.60% |
| Global Hedged Growth Fund | -13.13% | n/a | n/a | -10.96% |
* as of April 30, 2012. Annualized performance, net of fees. Past investment performance is not indicative of future returns.