Counsel portfolios

For over 25 years, the Counsel Portfolios have followed a disciplined approach. Our Portfolio Solutions Group actively evaluates market trends and assesses risk and return opportunities before constructing a Portfolio. Our Investment Manager Research Team then hand-picks investment specialists from around the world to manage each mandate, leveraging their best ideas to create Portfolios that help meet investors’ goals. 

Counsel Portfolios

In the ever-fluctuating world of markets, emotions can easily sway decisions. Whether markets are soaring or facing downturns, our expertise helps ensure a disciplined approach and objectivity is employed in managing our Portfolios. From the initial design to the careful selection and monitoring of top investment specialists, we leverage our collective expertise with the goal of keeping our Portfolios optimized under all market conditions.


Disciplined and Objective Portfolio Management.

Our IMR Team searches the globe for investment specialists, using a stringent set of criteria to select the best fit for each mandate



At the heart of our process is the view that every investment specialist must continue to earn a place on our roster, year after year. Once again, using a disciplined approach and defined monitoring criteria, we hold each investment specialist accountable to their mandate. Because we have the emotional discipline to stay true to our objective, we will replace an investment specialist when they are no longer right for a Portfolio.

Staying Objective

Acadian Asset Management
Buetel Goodman Investment Counsel
Hazelview Investments
Irish Life

Our Roster of Investment Specialists

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