Private Wealth Management
Gravitas Investments provides customized investment solutions to individuals and Institutions.The Gravitas Investments Team consists of a world class organisation of financial professionals that have dedicated their careers to helping clients meet their financial goals.
Core Principles
Asset allocation is the single most important decision an investor will make. Gravitas can go beyond the primary building blocks of equities, bonds and cash to build a portfolio that meets your specific needs.
Optimizing the risk/reward profile of a portfolio requires a solid understanding of all types of investments available – be they traditional or investment alternatives. Each type of investment has its place in the overall investment plan. We make it our business to know what investment type will work best, in the context of your needs. To confidently implement a strategy combining traditional and alternative investments, our team maintains a keen understanding of quality, value and the changing risks and triggers inherent in the economy, the markets and the securities we invest in.
We look at the strength and expectations surrounding global economies; the geopolitical landscape, currencies and any information that serves to inform us on factors that might impact the stability of an investment. This supports a viewpoint on how to allocate capital in the portfolio, what asset classes and sectors will benefit, and the risks and triggers we need to watch for. We have regular or, if necessary, ad-hoc meetings to discuss our outlook vis a vis top-down considerations.We then look for individual securities that own attractive qualities based on the principles of value investing. There must be a demonstrable ‘margin of safety’ – a buffer between the price we pay for the stock and the intrinsic value of the underlying company.
We provide access to many different types of income and fixed income investments. We use this asset class for two reasons; to generate higher income levels for clients seeking yield and as a risk-management tool.
Estate, tax and insurance planning is essential to a well-rounded financial plan for businesses and individuals.
Client service and reporting
Dedication to client service is a fundamental principle, underpinning all we do. Regular communication is key.Client investments are held in trust at the National Bank of Canada, one of Canada’s highest quality schedule 1 banks and the premier provider of custodial and broker-dealer services.Clients receive monthly custodial reports, showing transactions and values across your accounts. As an IIROC regulated Broker/Dealer, Gravitas will also report individual transactions being executed on our client’s behalf.