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| Tulett, Matthews & Assoc. Inc. |
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ADDRESS
3535 St. Charles Blvd.
Suite 703
Kirkland, Quebec, H9H 5B9
Tel: (514) 695-0096 x106
Fax: (514) 695-9340
TollFree: (866) 695-0096
info@tma-invest.com
www.tma-invest.com
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PRINCIPAL CONTACT
Donald P. Tulett, Partner
Tel: (514) 695-0096
don@tma-invest.com
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| NUMBER OF CLIENTS: 150 |
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| ASSETS MANAGED: $90 Million |
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MINIMUM ACCOUNT SIZE:
Segregated: $300,000
Pooled: n/a
Private Clients: n/a
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% FEE FROM MINIMUM ACCOUNT:
Segregated: 1.00%
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TYPES OF ACCOUNT MANAGED
Private Accounts
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TYPES OF ACCOUNT SOUGHT
Corporate Accounts
Foundations
Other Accounts
Private Accounts
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PROVINCE(S) OF BUSINESS
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
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Firm History |
Founded in Montreal, Quebec in 1996, Tulett, Matthews & Associates is an independent, privately-owned investment counseling firm providing conservative investment management services to individuals and their families. TMA specializes in discretionary portfolio management services designed for Canadian investors who are serious about achieving their long-term investment goals. Their unique consultative approach helps ensure that we only work with clients with whom we can add real value in their pursuit of a successful investment experience.
Our current client base consists primarily from three groups:
- Professionals - Accountants, Dentists, Doctors, Lawyers, Engineers, Business & investment Managers, etc.
- Retirees - Individuals preparing for retirement and those who are already retired.
- Successful Entrepreneurs - Business owners seeking to diversify their wealth.
The principals of the firm are:
Hugh Campbell CA
Keith Matthews
Don Tulett
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| Investment Philosophy |
| Our approach to diversified asset class allocation is focused on creating the best possible investment experience for our clients. Portfolio(s) are customized according to our client's: personal goals and circumstances, long-term investment objectives, and their tolerance to equity and bond market volatility. Each portfolio is built and monitored around their unique financial situation. The following portfolio strategies and investment concepts form the foundation of our investment philosophy: Disciplined and structured portfolio construction process A diversified investment approach consisting of 7 to 12 asset classes Major asset class categories include Fixed Income, REITS, Canadian Equity, U.S. Equity and International Equity. Possible inclusion of higher return equity asset classes (value company stocks and small company stocks). Lower portfolio turnover, and attention to tax-effective investing strategies Rebalancing to investor's Investment Policy Statement Attention to portfolio risk management Exchange traded funds and asset class funds sub-advised by Dimensional Fund Advisors make up the majority of investment choices for the various asset classes. |
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| Reporting & Communication with Clients |
Regular contact by portfolio managers and associates is key in our ability to provide clients the highly-personalized care they deserve. This often means working closely with their other professional advisors as well, such as accountants and lawyers. We conduct client meetings regularly and undertake a formal review of each policy statement annually to ensure investments remain consistent with the client's situation as
it evolves over time.
We provide semi-annual investment portfolio reports to our clients. Total investment performance is calculated on an annual basis. Clients receive regular month-end statements and year-end income tax packages directly from TD Waterhouse Institutional Services. We also offer on-line portfolio access directly through TD Waterhouse Institutional Services, along with our portfolio management software.
For more information on our firm please visit: www.tma-invest.com |
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