First Vice-President, Portfolio Manager, Investment Advisor
Toll Free: +1 (800) 561-5864
Fax: +1 (800) 361-2270
Jake Brumby B.Comm., CFA
Jake is a Portfolio Manager specializing in discretionary portfolio management. Like many investors, the demands on your schedule don't allow you to dedicate as much time to the management of your financial affairs as you would like. With discretionary portfolio management, Jake provides the overall strategy and stock selection for your portfolio based on your long-term investment needs, acts as your personal investment manager, executing all trades on your behalf. This frees you from the day-to-day management of your investments and allows Jake to react quickly to market opportunities to maximize your capital.
Jake specializes in institutional style investment strategies for affluent individuals using structured portfolios, wither a disciplined investment process and sound risk management strategies to ensure consistent long-term performance.
The cornerstone of Jake's investment style is delivering sophisticated and attractive risk adjusted returns while maintaining preservation of capital as a top priority. Managing downside risk is a critical component of delivering superior investment performance over the long term, and it is achieved through diversification, asset allocation and discipline. As a holder of the Chartered Financial Analyst (CFA) designation, Jake designs model client portfolios with the same methodologies and discipline that is performed for institutional investors and pension funds. This is accomplished through intelligent listening and constant open communication, ensuring that your portfolio remains closely aligned to your objectives over time. This style gives clients a sense of security and confidence, knowing their wealth is protected, constantly aligned with their investment policy statement and designed to meet their long-term objectives.