“My years of experience in this business have taught me that the best investment managers have in common a prudent strategy that follows, two or three unshakable and time-tested beliefs.”

Terry Shaunessy,
President and Portfolio Manager

STRATEGY

 

We offer a single investment mandate: a globally balanced portfolio of stocks, bonds and alternative investments (e.g., commodities). In our experience, only a well-diversified portfolio of high-quality equity and fixed-income investments can provide both long-term growth and income with well-managed risk.

STRUCTURE

SIC is an independent manager and makes investment decisions only on the basis of our clients’ interests. We have aligned our interests with those of our clients by making management fees our only source of income. SIC also maintains an exceptionally high ratio of assets to clients (approximately $10 million to one) to ensure the highest level of client services and results. Individual accounts range in size from $5 million to $50 million.

EXCHANGE TRADED FUNDS (ETFs)

We specialize in diversified, balanced, high-quality ETF portfolios that preserve the purchasing power of a client’s funds, achieve long-term growth and yet limit risk. Instead of having hundreds of hard-to-understand holdings, the resulting portfolio consists of 10 to 12 of the largest and most liquid ETFs with actively managed interest rate, credit, sector, geographic and currency risk.

SEPARATELY MANAGED PORTFOLIOS

Rather than pooling client investments, we manage portfolios separately and each portfolio is held by a custodian (a bank). This means client money is never in our hands, nor is it mixed with any other client assets or linked to SIC. It always stays securely in the client’s personal or corporate account.

CONSISTENT RETURNS

We do not pick stocks or leverage portfolios. Instead, we generate returns by deciding how much of each portfolio goes into different asset classes (bonds, stocks, alternative investments, etc.) and how to minimize the risk of each asset class. Portfolio diversification across a broad array of assets is the most effective way to generate meaningful investment returns with acceptable volatility.

ADDRESS
Head office
615 – 15th Ave SW, Suite 102
Calgary, T2R 0R4

CALGARY OFFICE
403.802.3108
info@www.shaunessy.com

TORONTO OFFICE
416.238.7182
info@www.shaunessy.com