The Starratt Team

MONITORING

Each of our clients have distinct needs which make every plan and service strategy customized for every client. Successful portfolio management involves regular reviews of your portfolio. While some clients prefer to have quarterly meetings in person, others prefer to be e-mailed once a month with a progress update. During the planning phase we will find out what your requirements are and do our best to ensure that they are met. Between reviews you always have direct access to your portfolio online through our Richardson GMP website.

MANAGING

Understanding that markets are always changing, we need to regularly review your portfolio to make sure your account is consistent with your original objectives. This is to ensure that your current portfolio structure remains consistent with our outlook for the various asset classes as well as for your personal situation.

RESEARCH

No single source of information, advice or security is reliable all of the time. The Starratt Team consults an extensive array of research resources in developing our strategies. We consult Bloomberg, GMP Securities, Credit Suisse and Computerized Portfolio Management System, as well as many of the investment firms in Canada. By sharing our knowledge and experience with you, we provide an ongoing inventory of fundamentally sound investment opportunities. Working with our partners at GMP Capital Inc., we bring a wealth of global intelligence to your doorstep in ways that make sense to you and your vision.