Institutional-style investing for private individuals
At T.E. Investment Counsel, our clients benefit from a customized asset allocation strategy, multi-manager and multi-style investment portfolios, and competitive pricing without sales fees. These benefits are available through two distinct investment platforms:
Direct management Contract directly with institutional and high net worth investment managers who are screened and selected to work on your behalf. Your T.E. investment counsellor will actively monitor your portfolio to ensure that you remain on track with your objectives.
Pooled management Participate in cost-effective investment pools through the Prosperity™ Investment Program. You'll have access to a pool of elite, institutional investment managers with continual portfolio oversight by your T.E. investment counsellor.
The Prosperity Investment Program is a proprietary offering that lets private investors benefit from investment management services that are typically reserved for pension plans and other institutional investors.
Click here for Prosperity Pooled Fund Fact Sheets.
Click here for the Prosperity Pooled Fund Financial Statements.