Our Process

We create and preserve wealth by providing to individuals, institutions and foundations the necessary services and solutions consistent with the worlds’ largest and most successful institutional and high net worth investors.

An Institutional Approach to Investing

At Mandeville, our investment approach is based on the concept that since the needs of the high net worth and institutional investor are the same as the average investor, the portfolio profiles should be similar.

Institutional/HNW Asset Allocation Wealth is created not only in the public markets, but also by private businesses.

The largest and most successful institutions in the world like the Canada Pension Plan (CPP) which manages over $183 Billion for the benefit of every Canadian has altered their asset mix in recent years to include private/alternative investments.  The Canadian Exempt Market raised $142.91 billion in capital in 2011 alone.

The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved uncorrelated above average rates of return utilizing an asset mix combining traditional public as well as private and alternative investment solutions.

The investment objectives of successful, large institutions and those of high net worth investors are as follows:

  • Preserve Capital
  • Liquidity
  • Tax Minimization
  • Income
  • Growth

Aren’t yours the same?  If so, why aren’t your portfolios the same?

To help bridge the gap in this apparent dysfunctionality, we offer an extremely wide array of investment solutions including:

investment approach chart

 

If appropriate for your portfolio, you may want to consider investing in the same manner.

 

The 5 Laws of Wealth Creation

DISCLAIMER:
Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund.
Mandeville Private Client is a Member of the Investment Industry Regulatory Organization of Canada.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Products are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Prospectus before investing.
The Private and Alternative Products being discussed are not publicly offered. They are only available under offering memorandum and other exemptions to investors who meet certain eligibility or minimum purchase requirements such as “accredited investors”. Information herein pertaining to the Private and Alternative Products is solely for the purpose of providing information and is not to be construed as a public offering in any jurisdiction of Canada. The offering of Units of the Private and Alternative Products is made pursuant to an Offering Memorandum and the information contained herein is a summary only and is qualified by the more detailed information in the Offering Memorandum. Please read the offering documents before investing.
Risk tolerance measures the degree of uncertainty that an investor can handle regarding fluctuations in the value of their portfolio. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this Fund is a suitable investment for them.
MANDEVILLE HOLDINGS INC. and the Lion Design are trademarks of Mandeville Holdings Inc.
Mandeville Holdings Inc., 1375 Kerns Road, Suite 200, Burlington, Ontario L7P 4V7
Tel.:1-888-990-9155 • Fax: 1-905-331-4245 • www.mandevilleinc.com

Disclosure

Mandeville Wealth Services Inc../Mandeville Private Client Inc. and the Winged Lion Design are trademarks of Mandeville Holdings Inc.

Nothing on the website shall be construed as an offer to buy or a solicitation of an offer to buy any services or products. Michael Prittie and Mandeville Private Client Inc. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.

This website may contain links to third party websites. Such links are provided solely as a convenience to individuals accessing this website and Michael Prittie, Mandeville Private Client Inc. and Mandeville Insurance Services Inc. are not responsible for the content of any linked third party website and do not make any endorsements or representations regarding the content, accuracy or suitability of the content, materials, products or services offered on third party websites.

Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund and IIROC.

Know Your Advisor: IIROC AdvisorReport

Insurance products and services are offered by life insurance licensed Financial Advisors through Mandeville Insurance Services Inc.