Separately Managed Accounts: Your Own Personalized Portfolio

In addition to our fund offerings, Caldwell offers high net worth individuals and institutional investors portfolio management on a segregated account basis. Portfolios are managed on a discretionary basis according to the specific needs of each client. Frequent dialogue between the client, the investment advisor and the portfolio manager ensure that portfolios continually reflect each client’s circumstances and goals. Our affiliation with Caldwell Securities Ltd. gives clients bonded custodial service at no additional cost.