Services ‧ Organizations

At T.E. Wealth, we can act as an investment consultant to pension funds and other institutional investors who require expert advice and investment management guidance to help reach their organizational goals.

Smaller-scale institutional investing
Smaller charities, endowment funds and not-for-profit organizations rely on T.E. Wealth for expert investment advice to help grow their funds while managing risk. Our objectivity, responsiveness and integrity help ensure that over the long term, funds are kept safe while the investments produce returns.

We rigorously screen investment managers to identify those with a proven history of performance and stability. We construct portfolios that are diversified by manager and investment style, and will closely watch or replace managers who fail to meet our standards.

The credentials of our investment counsellors and money managers are backed by years of practical investment experience and strict adherence to investment principles.

To ensure that our clients are well-informed and confident about their investment strategy, we provide easily intelligible reporting, regular portfolio reviews, and one-on-one attention.

We aim for consistent performance by following a disciplined process. We also devote considerable time and energy to nurturing long-term partnerships with our valued clients.