In the aftermath of the 2008/2009 global capital markets crisis, many investment firms have been exploring the use of Managed Accounts for the hedge fund strategies for their investor clients. Although Managed Accounts have been in existence for...
The fund again resumed its tight correlation to the index starting in 2004 (until so far this year). The lesson: don’t rely on the trailing three or five year correlation or r2 to tell you what will happen in the future. 4. Use...
The attached article by Charlotte Beyer (Founder & CEO, Institute for Private Investors), which appeared in the November/December 2009 issue of CFA Magazine, reviews how a new science of private client psychology would examine how trust and...
In August 2007, my two HighView partners, Greg Rodger and Wayne Gillespie co-authored an article about how the misunderstanding of “Risk” is at the heart of most Advisor/Client conflicts. This article also appeared in The Monitor, the magazine...
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations,...
At HighView, we’re big fans of Tom Bradley. An industry veteran, Tom’s current focus is his no load fund company Steadyhand Mutual Funds http://www.steadyhand.com/ . Through Steadyhand, Tom is packaging his years of experience and...
Looks like the bears are beginning to come out of hibernation again. Beginning with the Goldman Sachs fiasco, followed by continuing uncertainty about the viability of the Euro as Greece debt hits the wall, equity traders have begun to head for...
In a recent blog post, I warned that advisors may face investment, competitive and/or compliance challenges when using ETFs in a fee-based account for clients. In the May 2010 issue of Investment Executive, I took the opposite side of the issue...
In recent months, we’ve been introduced to several Financial Advisory Firms (ie: Insurance Advisors, Financial Planners, Accountants, etc.) who refer client business to various Investment Management firms. Given the growing need for high...
Over the past year, we’ve spent considerable time educating ourselves about the investment alternatives available to Canadians within Defined Contribution Pension Plans. Having spent twenty years in the private wealth management business,...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
