Asset Management for Foundations and Family Offices
Pembroke has offered its wealth management services on a segregated account basis to private clients, family offices and foundations since 1981. Private clients benefit from the firm’s investment expertise and have direct access to Pembroke’s investment team. The firm’s goal is to provide a service that its clients can depend on over the long term and through all market cycles, thereby building wealth while also providing peace of mind.
Pembroke develops a customized investment policy statement that reflects each client’s needs and objectives by setting strategic asset allocation targets. The resulting portfolio may include Canadian, U.S. and international equities, fixed income securities, and pooled funds. The pooled funds are used within segregated portfolios to provide efficient and well diversified access to specific asset classes.
As a private client of Pembroke, your assets will be allocated to best balance your short-term needs with your long-term goals.
These services are offered to clients with more than five million dollars to invest. For individuals and families with less than five million dollars in investable assets, Pembroke managed funds are available through Pembroke Private Wealth Management.
For additional information, please contact Matthew Beckerleg at 514 848 1991.