Private Wealth
At Quantus Private Wealth we offer individualized services that bring institutional level capabilities to an investment solution tailored to you.
Quantus Private Wealth gives you access to investments you may not otherwise qualify for, access to investments only offered to large investors, hedging strategies to protect your portfolio from downturns in the market.
Portfolio construction
Comparison of traditional portfolios versus modern institutional portfolios.
- 60% Equities
- 40% Bonds
Traditional portfolio theory
Portfolio management has evolved so why settle for the traditional 60 / 40 portfolio?
| Bonds | Equities | ||
|---|---|---|---|
| Keep up with inflation | |||
| Grow your capital | |||
| Limit your downside | |||
| Provide Liquidity |
- 30% Private Markets
- 50% Equities
- 20% Hedging Strategies
Invest like an institution..
Downside hedging and private equity provide real diversification
| Equities |
Private Markets |
Hedging Strategies |
|
|---|---|---|---|
| Keep up with inflation | |||
| Grow your capital | |||
| Limit your downside | |||
| Provide Liquidity |
Desired portfolio
The long run ‘perfect’ portfolio...
Generates enough cash flow to live from thatkeeps up with inflation
Cash flow is primary, fluctuations in NAV become secondary
Bear markets become opportunities
How to get there...
Make your investment plan the focus
Have the discipline to stick with your plan over the long run
Start using hedging strategies to profit from bear markets immediately
Questions
Our Private Wealth offering is about working with you directly to build and manage your portfolio to achieve your long term objectives. It is also about bringing institutional level strategies to all investors that you cannot get with standard mutual funds.
Working directly with a Portfolio Manager opens up new possibilities in how your assets are managed. You get access to deals you may not otherwise qualify for or that are offered only to large investors. Most importantly, hedging downside risks becomes possible for everyone not just the very wealthy.
At Quantus we never take in assets directly. Your private investments stay where they are. For public market investments, we have partnered with Fidelity Clearing Canada, which is owned by Fidelity Investments, to hold these assets. You maintain direct control of all your assets.
Getting started is easy. You can email us at pw@quantuscorp.com or call us at 647-999-9999. The process is also easy, we start with a meeting between yourself and one of our licensed portfolio managers. Together we craft an Investor Policy Statement that is the road map for achieving your investment goals.
It is effectively a contract between Quantus and yourself. The IPS identifies your unique goals, timelines and circumstances. It also outlines the types of investments that are allowed to be made...it provides the rules of the road for your portfolio. Other investments like mutual funds have their own set of rules that govern their investment actions. Like mutual funds, the IPS also governs our actions but the difference is you get to set the rules instead of accepting someone else’s rules.
No you do not, we work with you to build that plan but you do need to spend some time thinking about what your long term goals and needs are. Often we find investors goals are aspirational – ‘retire off my investments’, ‘be able to travel the world’... A detailed plan takes those aspirations and builds a timeline with numerical goal posts to getting there. That is the plan we are accountable too.
This is an important part of our relationship with you. Your investments are all in your name and in your accounts. You can log in and see your investments any time you want. This also means you can replace us at any time, there is no long term contract. We are only the manager, you are the owner.
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