Investment strategies

Disciplined & strategic process
Managed Portfolios 

 

About

Richardson Wealth Managed Portfolios follow a disciplined and strategic process rooted in diversification, transparency, and cost efficiency. Our asset allocation framework, research, product selection, and reporting all serve to reinforce these principles, making this an investment solution that you can feel confident owning.

Key benefits:
  • Asset and Geographic Allocation
  • Combines Actively Managed Funds and Passive ETFs
  • Manager Selection and Oversight 
  • Consistent Communication and Transparent Processes
  • Enhanced Reporting (sample report here)

Program Overview: Introducing Richardson Wealth Managed Portfolios (PDF)

To learn more about the Managed Portfolios, please contact your Richardson Wealth Advisor or reach out to our asset management group via email

Richardson Wealth Advisors, for all of your resources please visit the internal site here

 
Purpose Funds 

 

Purpose Tactical Asset Allocation Fund

Monthly Commentary

Class A: PFC 3900

Class F: PFC 3901

ETF: RTA

Purpose Brochure

Primer

 

Purpose Core Equity Income Fund

Monthly Commentary

Class A: PFC 2900

Class F: PFC 2901

ETF: RDE

Brochure 

Separately managed accounts
SMA Program 

 

Thoughts & Positioning (Purpose Inv. - SMA Portfolios)
Mandates

CDN Dividend (download)

Core Income (download)

Diversified Income (download)

U.S. Dividend (download)

Tactical ETF (download)

Laddered Bond (download)

 

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