Investment Strategy

Rivemont Investments’ first goal is to build the best portfolios available by maximizing returns while taking into consideration client’s tolerance to risk. In order to achieve these superior results, we effectively and efficiently diversify investments between asset categories and by combining active and passive management strategies.

The use of index exchange-traded funds provides a beta return which helps to maintain the asset allocation corresponding with planned objectives, while investments actively managed can potentially yield an alpha return (higher than the market return) through the selection of individual securities, sector rotation and other active strategies. The combination of these strategies enhances diversification, manages risk more effectively and reduces transaction costs.