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