Portfolio Management

Private Wealth Management

*54 years of experience

*Low management fees (1.1%)

*No transfer of funds required

*Custom portfolios based on client's profile and needs

*Four types of investment portfolios (active trading portfolios, long-term portfolios)

*Experts in derivative products (Options and Futures)

Four types of portfolios

(A) Classic Portfolio : long-term portfolio tailored to the client's exact needs. This portfolio is a mix of four different asset classes: directional products, revenu based products, alternative/derivative based products and commodity based products. (100K CAD minimum)

(B) CKL0522 Portfolio (ETFs) : active-trading portfolio based on option strategies and technical analysis. Every week an option strategy will be created in the accounts depending on technical indicators. We use index ETFs as the support for our strategies. (250K USD minimum)

(C) CKL0522 Portfolio (Futures) : active-trading portfolio based on option strategies and technical analysis. Every week an option strategy will be created in the accounts depending on technical indicators. We use Futures contracts as the support for our strategies. (25K USD minimum)

(D) CKL0703: long-term portfolio tailored to the client's exact needs. This portfolio is a mix of four different asset classes: directional stocks, revenu based products, alternative/derivative based products and commodity based products. (2M CAD minimum)

*No transfer of funds required.

For more information on any of these portfolios, write to us at info@charlesklangford.com.