PORTFOLIOS

Five Distinct Portfolios

PORTFOLIOS

Five Distinct Portfolios

PORTFOLIOS

Five Distinct Portfolios

The Harris Douglas Portfolios 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 Segregated Portfolio 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
  • Individual tax returns filed annually by Lipton LLP *
  • A Will and Powers of Attorney prepared by Blaney McMurtry LLP *

*These services are exclusive to clients with at least $500k in investment assets and include annual individual tax return filing and a one-time maximum of $2,000 towards a Will and Powers of Attorney. Harris Douglas reserves the right to modify or terminate the availability of such services without notice.

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