What We Do
Our Guiding Principles
Established in 2007, Gold Investment Management is a registered portfolio manager currently serving clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec and Nova Scotia. Gold Investment Management also serves clients in the United States where we are registered as an investment adviser with the U.S. Securities and Exchange Commission. The minimum investment size for new accounts is $100,000 of investable, household assets.
Integrity
Gold Investment Management is proud to employ investment professionals who have earned the Chartered Financial Analyst (CFA) designation. Since it was first introduced in 1963, the Chartered Financial Analyst designation, or CFA charter, has become a respected and recognized investment credential.
Discipline
We begin by developing an investment policy statement – an investment road map. We then concentrate on strategic investment management decisions such as asset allocation, sector selection and credit cycle. Finally, we employ tactical methods in an attempt to profit from volatility and restore portfolio balance.
Results
By combining Gold Investment Management’s disciplined investment management methods with potentially tax efficient investments such as exchange traded funds (ETFs), we expect to deliver competitive results. We look forward to meeting with you to discuss your investment needs.