Who We Are For

investment management for multi generation family

We provide investment management to meet the needs of multi-generational families.

Our Investment Management practice is suitable for high net worth individuals who have minimum investable assets of $500,000, believe in value investing as a means to protect wealth and want the personal attention of dealing directly with company principals.

Sprung is different from other investment management firms in that we make a deliberate attempt to minimize trading and transaction costs. Our decisions are based on due diligence and staying our course rather than reacting to market volatility.

Clients who invest with Sprung Investment Management share similar traits, outlooks and goals:

Investment Management for You and Your Family

Financial security is about achieving a comfortable level of material well-being. It’s about having more than just an adequate income to meet basic needs such as housing, food, and clothing. It’s also about being able to take advantage of opportunities and lead a rewarding life.

They are concerned with preserving wealth during times of market volatility

Following the credit crisis in 2007, investors have faced heightened risk in both equity and fixed-income markets. Central banks around the world followed ‘accommodative’ policy—printing money, and artificially lowering interest rates, leading to gains in both equities and bonds as rates fell, but at greatly increased risk levels. Our clients are not so much risk adverse, they are loss adverse.

They have tired of chasing trends and speculative gains

Our clients remember the tech and dot com booms. They do not want to hire a broker who will call them with breathless pitches for the latest hot money investment product. They understand that such investments provide a big payoff for brokers and fund managers and a high potential of capital losses.

They may be considering Estate planning

Estate planning is the process of anticipating and arranging for the inter-generational transfer of wealth. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

And they are looking for a very personalized approach

Mutual funds, pooled funds and WRAP accounts are ‘cookie cutter’ products. They make life easier for brokers, but expose clients to high fees and elevated risk. We continually think about the appropriateness of each of our client holdings, in light of their finances, goals, temperament, in light of what’s going on in the world and, of course, in the companies themselves. We do not believe “one size fits all.”

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Does your portfolio contain investments or speculative bets? We are pleased to offer qualified* investors our free portfolio review. It will help you to understand if your portfolio matches your personal risk tolerance. Ask us how>>

*Canadian residents with a minimum $500,000 portfolio.

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