Wealth Solutions
Your financial goals deserve more than generic solutions.
At Pembroke, we build lasting relationships by aligning your long-term requirements with personalized advice, strategic asset allocation, and a comprehensive wealth management offering.
A Disciplined Approach Built Around You
Client portfolios at Pembroke are built using the firm’s own investment strategies, which reflect over five decades of disciplined research, active management, and a consistent philosophy of investing in quality growth companies. These strategies represent Pembroke’s commitment to long-term value creation, fundamental analysis, and responsible stewardship of our clients’ capital.
An investment relationship with Pembroke begins with a discovery meeting. In this meeting, a client service professional works to understand your financial needs, investment goals, and tolerance for risk. From this foundation, Pembroke builds a tailored investment solution that reflects your specific objectives.
Beyond Investment Management
- Financial plans are customized and detailed, providing a concrete roadmap to help clients navigate key decisions and life transitions.
- For families, Pembroke offers tailored wealth solutions that support multigenerational goals. This includes planning for education, succession, philanthropy, and the transfer of family wealth.
- Our integrated approach brings together investment expertise, planning insight, and thoughtful conversation to ensure every strategy reflects the unique values and long-term vision of the families we serve.
Accessing Our Strategies
Pembroke offers three primary ways to access our investment strategies, each tailored to different levels of customization, engagement, and investment size.
1. Mutual and Pooled Funds
Clients may invest directly in Pembroke’s pooled and mutual funds through a non-discretionary account structure.
This option offers simplicity, professional management, and diversification, and is well-suited to clients who prefer to retain decision-making authority or work with external advisors.
2. Discretionary Portfolio: Fund Based
Clients access Pembroke’s investment strategies through a curated selection of pooled and mutual funds, managed on a discretionary basis within a tailored asset allocation framework.
3. Discretionary Portfolio: Individually Managed
For clients seeking a fully customized investment approach, Pembroke offers discretionary portfolio management with individual securities and/or funds held in custody by a third-party financial institution.
Portfolios are personalized to reflect your goals, risk tolerance and capacity, and investment preferences.
Aligned With You
We make sure your interests, the interests of the companies we invest in and our interests are aligned
At Pembroke, we believe your success should be our success. We have built our firm on a foundation of aligned interests—between our team, our clients, and the companies we invest in.