Discretionary Asset Management
Pembroke manages discretionary portfolios for individuals, families, foundations, and institutions.
Every relationship begins with a clear understanding of your financial objectives, risk tolerance, time horizon, and broader circumstances. This foundation guides the construction of a portfolio designed specifically for you.
Our approach is rooted in experience, guided by discipline, and driven by a clear objective: to grow and preserve your wealth over time.
Under a discretionary mandate, Pembroke’s portfolio managers make day-to-day investment decisions on your behalf, within a framework that reflects your financial objectives, risk profile and long-term plan.
Tailored Mandates
No two clients are the same, and portfolios should reflect that.
This is not a standardized solution. It is a disciplined process designed around your specific needs. Each discretionary portfolio is built from a selection of Pembroke’s investment strategies and, where appropriate, individual securities.
This approach ensures that every investment decision is made in the context of your broader financial plan.
Canadian, U.S., and international equities, along with balanced and fixed income strategies are combined to align with your unique objectives and constraints.
Asset allocation and security selection are guided by economic insight and in-depth company-level research. Portfolios are monitored closely and evolve over time as your needs and market conditions change.
As your circumstances evolve, we work with you to revisit your objectives, adjust your portfolio where appropriate, and ensure your investment strategy remains aligned with your broader financial plan.
The result is a portfolio that is thoughtfully constructed, actively managed, and aligned with your long-term goals.
Built for You, Backed by In-House Experts
A discretionary mandate allows you to delegate day-to-day investment decisions while retaining oversight through clear reporting and regular communication.
With Pembroke, you benefit from:
- A portfolio built around your specific objectives, not a standardized model
- Direct access to your advisor and the investment team
- A stable, experienced firm with a long track record across market cycles
- An investment process grounded in quality, valuation, and long-term growth
- Alignment of interests, with our team investing alongside our clients
We would welcome the opportunity to discuss how a discretionary portfolio can be tailored to your needs. Please contact our team to begin the conversation.