Our co-operative and entrepreneurial roots keep us focused on our clients. Our concern for sustainability makes us better investors.

We have assembled a highly skilled and motivated team to deliver on our promise and serve our clients.

We leverage our experienced sector specialists and disciplined research-driven approach to offer strategies that meet our client’s needs.

We work diligently to interpret meaning in this era of information overload. There is no substitute for careful research.

Collaboration and communication are at the heart of our process, creating an extraordinary work environment.

Adding value is as much about avoiding losses as maximizing gains.

I love the challenge of managing our experience and research against an ever-changing and evolving investment environment.

Our seasoned team of portfolio managers is a competitive advantage that allows us to deliver superior returns for our clients.

I focus on ensuring strong business processes, utilizing robust technologies to provide accurate information to Addenda.