PORTFOLIOS & PROCESS
A portfolio for every stage
Portfolios designed around your financial needs, managed by Fieldhouse’s team of experienced discretionary Portfolio Managers.
Conservative Income
Protect
A lower-risk approach focused on income above inflation, favouring fixed income securities over higher-volatility investments. Capital preservation comes first.
Balanced Income
Retire
Built for retirees and those approaching retirement who need a diversified income stream. A low-to-medium risk mix with more modest equity exposure.
Balanced Growth
Build
For medium-risk investors with a long time horizon who want to build wealth steadily, with larger allocations to equities and alternatives targeting risk-adjusted returns.
Aggressive Growth
Grow
For medium-to-high risk investors focused on long-term net worth growth, with greater exposure to growth assets and capital appreciation.
INVESTMENT MANAGEMENT PROCESS
Client-driven, results-oriented
Every portfolio begins with your financial goals, risk tolerance and preferences. From there, Fieldhouse builds an asset allocation strategy tailored to your risk profile, drawing on investments vetted by its Investment Committee.
01
Investment Objectives
Your financial goals are translated into clear investment objectives, so every decision stays aligned with what you’re working toward.
02
Asset Allocation & Construction
Your dedicated Portfolio Manager sets your asset allocation, while Fieldhouse’s Investment Committee selects the products that target efficient, risk-adjusted returns.
03
Risk & Performance Management
Your portfolio’s risk is regularly checked against your long-term strategy, and performance is tracked against your targets.
04
Accountability & Transparency
Regular portfolio reviews keep you informed, aligned with your goals, and clear on performance and the decisions behind it.
Find the approach that fits you
Talk with Koltin about your goals, time horizon and comfort with investment risk.
