Wyverstone Capital is a Maritimes based provider of portfolio management services and investment advice to institutional and high net worth clients.
THE PRINCIPALS AT WYVERSTONE CAPITAL HAVE BEEN DEDICATED PRACTITIONERs OF FACT-BASED FUNDAMENTAL COMPANY AND ECONOMIC ANALYSIS FOR OVER A DECADE.
Our investment style combines the tenets of both value investing and growth investing while our investment methodology utilizes a top-down /bottom-up approach backed by a rigorous research process.
We are proud to be associated with Industrial Alliance Securities Inc. (IAS). which is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. which in turn is one of the largest public companies in Canada and has assets under management of over 102 billion dollars.
IAS provides us with our trading platform, back-office support and compliance oversight.
Wyverstone Capital is fiercely independent in the design of client portfolios and the selection of individual securities and investment funds.
Portfolio Management for Institutions
We strive to over achieve our client’s expectations while strictly adhering to their investment mandate requirements.
We strongly believe, and have the research to back it up, that our focus on high quality dividend paying companies can be a meaningful differentiator.
We are defensive rather than aggressive fixed-income investors who focus more on yield than price appreciation.
Portfolio Management for Individuals
We work with prosperous individuals, emerging affluent, pre and post retirees and their family members to construct a highly personalized long-term plan to achieve their financial and personal goals.
We guide our clients through the accumulation, preservation and distribution phases of wealth management by providing customized financial solutions and active investment management utilizing either our discretionary or non-discretionary investment management platforms.
Our professionals have been providing comprehensive and effective investment management services to our clients for over a decade and are lead by our seasoned Portfolio Managers who have managed numerous equity and balanced mandates with various geographic, thematic, and sector focuses.
Through Internship Programs with the University of New Brunswick and the University of Moncton our research team is augmented by outstanding students who focus on investment analysis.
Our team is under-pinned by our client service professionals who are driven to exceed our client’s expectations by being pro-active, highly attentive, and results-oriented advocates for our clients.