At Crowe Private Wealth, we embed risk management, due diligence and confidentiality within all of our investment processes.
We pride ourselves on our offering of an endowment model for all — redefining private wealth management for family offices, executives and private foundations across Canada and the USA with our institutional, "smart money" approach.
Our clients are opportunistic, agile and decisive. They seek incremental absolute return opportunities available in both the public and private markets. They value innovative, thoughtfully-designed strategies grounded in multi-layered risk management.
We believe long-term performance is best achieved by pairing undervalued, sustainable growth opportunities around the world with alternative, uncorrelated investments. Our portfolios incorporate an alternative investment allocation designed to deliver a stable, uncorrelated return stream in all market environments. We complement high quality equity and fixed income names with a significant allocation to alternative asset classes.
International Equities & Fixed Income
Our managed solution for equities and fixed income is a concentrated, bottom-up strategy grounded in specialist research with a sustainable growth investment approach. We believe in controlling risk while looking for undervalued, sustainable growth opportunities around the globe. As a result of this sustainable growth bias, cyclical companies and sectors are excluded from the portfolio due to the lack of quality metrics throughout all economic cycles. Since very few companies meet these distinct criteria, the net result is a highly concentrated strategy offering unique exposure to global, high quality growth businesses.
Alternative Absolute Return Strategies
While many investors may believe they have a sufficiently diversified portfolio through a traditional allocation of publicly traded stocks and bonds – new research shows that smart diversification includes having an allocation to alternative assets, to truly reduce risk and attain excess returns.
Our clients receive a uniquely individualized approach to their wealth, with an emphasis on alternative investments that reduce volatility and provide a superior risk-adjusted return profile. These alternative strategies may include Alternative Credit, Long/Short Equity, Private Real Estate, Arbitrage and Private Debt.
Complete confidentiality and privacy at all times
Full disclosure of advisor compensation, with a predictable and transparent monthly management fee
Proactive, timely communication with investment updates conducted at your preferred frequency (quarterly, annually)
Regular performance reporting for your consolidated household, with annual fee summaries
Secure, 24/7 online access to your holdings for your peace-of-mind
A collaborative working relationship with your trusted partners (accountants, lawyers and more)
Tax-efficient solutions with management fees that may be tax-deductible for non-registered accounts
Wealth & Estate Planning
Financial Planning for Women