Wealth Management
Discretionary Portfolio Management
Our portfolios are designed to match your investment objectives and meet your financial needs — built around you, your risk tolerance, and your goals for the future.
Start a ConversationThe Path to Future Wealth
It starts with understanding you
Every portfolio begins with your financial goals, risk tolerance, and preferences — that personalized approach is what ensures we select a solution that actually fits your needs. From there, we build an asset allocation strategy tailored to your risk profile, drawing on investments carefully vetted by our Investment Committee, all within a disciplined approach to growth and risk management.
Individual Portfolios
A portfolio for every stage
Portfolios designed around your financial needs, managed by our team of experienced discretionary Portfolio Managers.
Protect
A lower-risk approach focused on income above inflation, favouring fixed income securities over higher-volatility investments. Capital preservation comes first.
Retire
Built for retirees and those approaching retirement who need a diversified income stream. A low-to-medium risk mix with more modest equity exposure.
Build
For medium-risk investors with a long time horizon who want to build wealth steadily, with larger allocations to equities and alternatives targeting risk-adjusted returns.
Grow
For medium-to-high risk investors focused on long-term net worth growth, with greater exposure to growth assets and capital appreciation.
Investment Management Process
Client-driven, results-oriented
- 01
Investment Objectives
We translate your financial goals into clear investment objectives, so every decision stays aligned with what you’re actually working toward.
- 02
Asset Allocation & Construction
Your dedicated Portfolio Manager sets your asset allocation, while our Investment Committee selects the products that deliver efficient, risk-adjusted returns.
- 03
Risk & Performance Management
We regularly check that your portfolio’s risk still fits your long-term strategy, and track performance against your targets.
- 04
Accountability & Transparency
Regular portfolio reviews keep you informed, aligned with your goals, and clear on performance and the decisions behind it.
Fieldhouse Proprietary Funds