PORTFOLIOS

Offering three portfolios—finely balanced to meet your needs

PORTFOLIOS

Offering three portfolios—finely balanced to meet your needs

PORTFOLIOS

Offering three portfolios—finely balanced to meet your needs

The Harris Douglas Equity Portfolio and Harris Douglas Bond Portfolio are discretionary managed segregated portfolios that are best suited for clients with over $500,000 of investable assets. The portfolios are designed to work together for asset allocation purposes.

As a Harris Douglas client, you will have access to:

  • Discretionary portfolio management in segregated portfolios
  • Your own dedicated Portfolio Manager who will work with you, your lawyer, accountant and other professionals
  • Detailed Financial Planning for your retirement, tax, and estate issues
  • Reduced foreign exchange risk through separate Canadian and US dollar accounts
  • Transparent performance
  • Secure portal access to view reports and personal documentation
  • Transparent fee structure

Harris Douglas Equity Portfolio

We select profitable and well-run companies with attractive valuations that have difficult-to-replicate advantages and are resilient to change, particularly technological innovation. These businesses can sustain a high return on operating capital, don’t require significant leverage to generate returns and also create growth by reinvesting cash flow.

This is a concentrated portfolio of between 30 and 35 global stocks. We keep turnover to a minimum by buying quality companies and having a long-term view which leads to lower volatility in our portfolios.

Harris Douglas Equity Portfolio Management Fee

  • $500,000 to $2 million: 1.2 percent
  • $2 million to $3 million: 1 percent
  • $3 million to $5 million: 0.8 percent
  • Over $5 million: 0.6 percent