We build your portfolio with selections
from three asset classes:
Bond strategies that provide income and predictable returns form the basis of your long-term stability.
- Holly Ruxin brings her expertise in institutional trading to offer this product to individuals.
- Customized portfolios built from individually selected bonds.
- Hold-to-maturity approach.
- Corporate, Municipal, and Impact Bond Strategies.
- Yields comparable to an industry-standard stock market strategy, with more stability.
Good For:
- Income
- Steady, reliable growth
Best available private funds have higher risk and potentially high return.
- Funds validated through Montcalm’s institutional-level, in-house due diligence process.
- Platform includes debt, venture capital, private equity funds, and direct equity opportunities.
Range of risk/return profiles:
- Provides portfolio diversification
- Addresses client-specific portfolio needs and interests
Good For:
- Portfolios that can tolerate higher risk for high potential return
Stock market-based investments have a strategic place in many portfolios.
- Capture upside and reduce market related risk with focus on impact.
- Montcalm proprietary equity strategies buffer volatility.
- Stock market-based investments have an emphasis in a Montcalm portfolio that is balanced with our debt and private investment offerings.
Good For:
- Diversification
- Exposure to the global equity market
- Environmental, Social, and Corporate Governance (ESG) factors