Portfolio Managers and Investment Advisors since 1996Wealth management services for private investorsIndependent and free from all conflicts of interestDirect access to Portfolio Managers at all timesInternal research based on conservative investment principles

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We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those types of products revolves around the apparently lower volatility that they offer with similar return prospects or the higher and steady income stream they can offer compared to the measly one offered by traditional fixed income instruments. Are these claims legitimate or have the salesmen purposely left out some of the less apparent risks inherent in these kinds of investments?

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Claret is a member of the OBSI - Ombudsman for Banking Services and Investments - as required by Nation Instrument 31-103 for provincial regulators

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Stocks with an attractive dividend, that are relatively sheltered from a future interest rate rise and for which the time horizon varies from 10 to