Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors. Our offices are located in the heart of downtown Montreal with 40 employees, including 7 portfolio managers. In 2018, we opened an office in Toronto, Ontario.
Claret manages $2 billion in assets and we are privileged to work with more than 1,000 clients (households).
At Claret Asset Management, we believe that every investment portfolio should respond to the unique needs of the investor it was created to serve.
Throughout the years, we have developed an expertise in managing investment portfolios specifically designed for high net worth clients. Our philosophy is to maximize long term, after tax returns, given our clients constraints, while ensuring each of our client’s peace of mind in the short term.
We have one investment philosophy throughout the firm. Each investment opportunity is assessed and carefully analyzed by Claret’s Portfolio Managers, after which a decision is made.
Our investment methodology is based on the fundamentals of value investing, tried and proven through time.
At Claret, we are just as focused on capital preservation as on capital growth. The first question we ask ourselves before making an investment is: if we are wrong, what do we stand to lose. We then look at the growth possibilities. This is the best way to minimize bad surprises. Although we do have a conservative approach, we still outperform our benchmarks over the long term.
We are numbers oriented Portfolio Managers and a numbers oriented firm. The first thing we look at when considering a possible investment are the numbers contained in the corporate financial statements. The story comes second.
Company Details
- Employees
- 40
- Founded
- -
- Address
- 900 Boul De Maisonneuve O, Suite 1900,canada
- Phone
- +1-514-842-6110
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- claret.ca
- HQ
- Montréal, Québec
Claret Asset Management Questions
Claret Asset Management's helpline number is +1-514-842-6110
Claret Asset Management's website is claret.ca
Claret Asset Management's LinkedIn profile is https://ca.linkedin.com/company/claretdotca
Claret Asset Management has
40 employees.
View email and phone details for 40
employees at Claret Asset Management.
Claret Asset Management's industry is
Investment Management
Claret Asset Management's top competitors are
Palos Wealth Management,
Pandion Investments Ltd.,
Bastion Asset Management Inc.,
Formula Growth Limited,
Bt Global Growth,
Galliant Advisors Lp,
Pembroke,
Wzr Capital,
Brk Capital,
Claridge Inc..
Claret Asset Management's categories are Investment Management
Claret Asset Management's founding year is 1996
