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Patrimonica Asset Management Inc.
CIO and CCO
Tel: 514-954-888 ext 223
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Non-Profit
Provinces of Business
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First and Foremost, Patrimonica Asset Management defines itself as an outsourced Chief Investment Officer, a truly innovative open architecture investment platform, where objectivity, independence, alignment of interests and transparency are the fundamental tenets.
In essence, we ensure that portfolios intrusted to our care are coherently structured and allocated through the assignment of specific mandates to talented, capable and motivated management firms selected for their relevance and quality based on our proprietary research and clearly defined qualitative and quantitative criteria.
Our unique business model offers both the flexibility and the capability to meet the diverse, and often complex, needs of individuals, families, endowments and foundations.