ASSET MANAGEMENT
The Dominion Wealth Management philosophy centers around dedicated expertise, earned trust, and a long-term vision. We couple that with a plan to grow our clients’ asset portfolios while achieving long-term security goals and succession planning. We also understand the enormous undertaking that we are entrusted with when managing clients’ assets and capital. As a team of professional advisers with decades of asset management experience and expertise, we have the privilege of being able to attract and cull best-in-class talent, without being restricted by financial limitations or geo-location.
Once we plan and create our client’s customized strategic portfolio allocation, we employ stringent data and research to find the best opportunities, before we assume responsibility and assign various selected funds and investment managers to manage apportioned shares. This enables us to fully achieve our client’s short and long-term objectives and maximize alpha-generation. We recognize the benefits of being able to pivot as needed. We also value the rare privilege of being able to access the best managers in the industry. Ultimately, our most important results are achieving superior investment results over the long term.
ASSET MANAGEMENT
A Different Investment Approach
At Dominion Wealth Management our approach to asset management is binary. For the traditional asset classes, equity, fixed income, and cash (money market instruments), we select only top-tier talent and contract with the most successful funds managers and external investment managers in the industry. All our carefully vetted managers have the best-in-class track records in the field and a strong dedication to realizing our clients targeted returns and working with their risk comfort.
Managing Traditional Assets, the Dominion Wealth Management Way:
- Our structure offers the benefits and flexibility to select the best-in-class talent in the investment management sector, trans continentally and regardless of location
- More access to opportunities for the diversification benefits based on our long-term partnerships, funds diversified with different managers, utilizing different strategies and methodologies, and across different jurisdictions
- No conflicts of interest when appointing or retaining a fund management team
- Capability to change a manager and pivot quickly, if necessary, without any charges, tax penalties, or unnecessary worry about financial protection or long-term security
Alternative Investments
In an ever-evolving financial universe, and an even more complex traditional asset class marketplace, our highly competitive Asset Managers, deliver peak execution and added value to our client’s portfolios. Our philosophy demands an open-minded, innovative approach to Alternatives and their role within a successful and diversified portfolio construction and allocation.
Our approach rests on first methodically constructing portfolios that are custom-tailored to be efficiently diversified, and robust performance history to withstand volatility. Alternatives exploit a unique set of alternative risk factors, to provide idiosyncratic sources of uncorrelated returns. Our experienced team knows that when adding diversified return streams to an investment portfolio, research shows it can highly improve risk-adjusted returns. A unique allocation to Alternatives also offers a robust vehicle for building a more resilient portfolio, one that is alpha-driven but aligns with the client’s goals and risk comfort.
In today’s ever-evolving climate, we understand that Alternative Investments have a deep-rooted foundation and strategic role in building better and improved risk vs. reward profiles that lead to long-term portfolio performance.