Company Summary
Our team manages assets on a discretionary basis for wealthy individuals, private and public corporations, not-for-profit organizations, insurance companies, associations and public and private foundations on a segregated basis and provides investment management services to mutual funds and pooled funds. For clients of our managed accounts that use Caldwell Securities Ltd. to handle their trading, all record-keeping, reporting and safe-keeping are provided at no extra cost.
Source: Caldwell Investment Management Ltd.
Unique Value Proposition
The management team at Caldwell invests on behalf of pensions, charities, foundations, insurance companies, government agencies and municipalities, but our investment philosophy grew out of our long experience with managing the investments of private clients. This experience has taught us that our primary focus must be to first reduce our clients’ risk and then seek to maximize their returns.
To accomplish this, Caldwell invests on behalf of our clients in government bonds and the shares of large, well-known corporations. We buy shares in these companies when we perceive that their prices represent good value in light of our firm’s overall economic view, the fundamentals of each company and our confidence in corporate management.
Source: Caldwell Investment Management Ltd.
AUM ($Bil)
0.4
Year Founded
1990
Key Personnel
Thomas S. Caldwell, Chairman
Brendan T.N. Caldwell, President and CEO
Address
150 King Street West Suite 1702
Toronto, ON
M5H 1J9