Discretionary Investments
Discretionary Investment Portfolios
Our Legacy Portfolios
Our Legacy Portfolios take a more conservative bottom-up approach to equity investing with a focus on investing for the long-term.
Both these portfolios boast a 30-year track record. This disciplined and patient approach has seen these portfolios outperform their respective benchmarks over both long- and short-term periods, thus you will not see much turnover here.
- US Equity
- Canadian Equity
Our tactical portfolios
Our tactical portfolios provide a broader exposure to global opportunities, mitigating portfolio risk by diversifying across different sectors, asset classes, countries and investment strategies.
How to Get Started with
Discretionary Investments
Step 1:
Complete and submit the Holdun Family Office Onboarding Document composed of the Investor Profile Questionnaire, Asset Mix document and Investment Management Agreement.
Step 2:
Once your on-boarding document has been signed by the portfolio manager, you will receive an email of the agreement to complete your on-boarding process.
Step 3:
Holdun starts investing.
Alternate option
Nondiscretionary Investments
You have full control and make your own decisions with our new and innovative funds that offer a broader range of exposure across the risk and liquidity spectrum.