What Sets us Apart?
Our investment advice goes beyond traditional public market investments to include private investments, which may be held within Indigenous trust portfolios.
In addition to investment advice, we provide strategic planning advice to Indigenous groups regarding their investment funds. We recognize that investment assets are important for the growth of each community, and we are grateful to have worked with various Indigenous clients for more than a decade. We have experience with Indigenous trusts at both the time of initial settlement and many years after initial settlement.
Our Services
- Performance analysis and reporting, both at an aggregate Trust level as well as by investment manager and strategy
- Asset mix studies
- Reviews of investment strategies, policies and beliefs
- Investment manager reviews and searches
- Community updates and education sessions
- Reviews and development of distribution policies, including actuarial reviews where payments are made to community members
- Environmental, Social, Governance, and Indigenous (“ESGI”) reporting
- Education sessions and community financial literacy training (e.g., youth conferences)