Segregated Asset Management

Our hallmark personal service and smart private wealth solutions are also available for high net worth clients with distinct investment circumstances through our Segregated Asset Management.

For these investors, after reviewing and analyzing investment objectives, we create customized portfolios that are deliberately managed by the team. By bringing together the expertise of our committed investment professionals, J Zechner Associates provide stable, long-term investment performance in a fully discretionary balanced portfolio.

Who Qualifies as an Accredited Investor?

An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities;
or
An individual, who alone or together with a spouse, has net assets of at least $5,000,000.
An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year;
or
An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer
Financial institutions
Governments and governmental agencies
Insurance companies
Pension funds
Registered charities
Certain mutual funds, pooled funds and managed accounts
Companies with net assets of at least $5 million
persons or companies recognized by the OSC as an accredited investor

from the Ontario Securities Commission.

1.866.259.6482

Private Wealth
Rhonda Gibson
416.867.8975

Institutional Investment
David Cohen, President
416.867.8649

J. Zechner Associates Inc. operates as Investment Fund Manager, Exempt Market Dealer and Portfolio Manager.

© 2010 J. Zechner Associates Inc.