The Benefits of Working with Superior Money Managers

Most money managers consider matching the performance of the TSX a strong showing. Friesen | Rebec & Associates works with proven managers with long track records of superior results. One advantage of being a totally objective source is that we view service providers as just that, service providers. If your goals and best interests are not being met, we immediately find someone who can and will meet those needs. In no way do we directly benefit from our relationships with those charged to successfully handle your financial assets. Objectivity is truly our greatest asset.

Open Architecture

Our practice of utilizing best-in-class managers is essential to the concept of complete open architecture, giving you and your family access to superior products offered by the entire spectrum of asset managers, rather than just those few offered by a single provider. Unfortunately, many investors utilize only one money management firm or use a select arsenal of available managers found at a bank or brokerage firm. These are usually chosen based on fee-sharing arrangements and inherently conflict with your best interests. We do not have a limited basket of money managers from which to choose. We search the world for top talent and offer our clients the complete range of the best money managers available.

Money Manager Review

Money managers must be evaluated continuously for performance measures, style adherence, personnel changes, corporate structures, and new abilities. As characteristics change, we must evaluate these managers and make appropriate recommendations on whether to continue to do business with them or find replacements.

Ongoing Review of Portfolio Construction

Continual review and analysis is necessary to preserve the construction of the portfolio. Systematic rebalancing, replacing of lagging money managers, and maintaining market diversification are all processes necessary as time passes and the portfolio shifts in composition.