Company Summary
Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of all conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors. Our offices are located in the heart of downtown Montreal with 20 employees, including 5 portfolio managers.
Claret manages $1.2 billion in assets and we are privileged to work with more than 800 clients (households).
Source: Claret Asset Management Corporation
Unique Value Proposition
The first step consists of developing an investment policy statement that is clear, that thoroughly reflects the client’s objectives & risk tolerance and that addresses the following constraints: liquidity, time horizon, taxes, legal aspects and personal preferences.
We carefully follow the evolution of every investment portfolio to ensure that the investment policy is respected.
For every new client, we will take the time necessary to invest or rebalance the portfolio. We do not create opportunities, we only attempt to identify them.
Source: Claret Asset Management Corporation
AUM ($Bil)
1.6
Year Founded
1996
Key Personnel
William K. Kovalchuk, President, Portfolio Manager
Alain Chung, Executive Vice-President, Portfolio Manager
Jean-Paul Giacometti, Vice-President, Portfolio Manager
Vincent Fournier, Portfolio Manager
Keith Farrant, Portfolio Manager
Address
Claret Asset Management Corporation
2000 McGill College Avenue, Suite 1150
Montreal QC H3A 3N4