Portfolio management

Landry Morin provides its private clients with discretionary investment management services.

We develop investment strategies tailored to each client in order to best respond to their needs while meeting the essential criteria of capital growth and protection.

Using a combination of traditional and alternative approaches, we select financial products for our clients, including index funds, bonds and private funds, in addition to our own products. Landry Morin offers unique expertise in creating and using Momentum funds. One of our founders, Jean-Luc Landry, is widely respected by his peers both for his contribution to the management industry and for his success in the field of Momentum funds.

From your very first with Landry Morin, you will have access to a dedicated advisor who will offer you solutions tailored to your needs and your personality. Being a client of Landry Morin also means having real-time access to all the information you need to track your portfolio:

• Each month, our custodian (TD Waterhouse Institutional Services) will send you detailed, line-by-line information about your portfolio;
• Every quarter, Landry Morin will update you on your portfolio's development and send you its Market Review;
• You can access your portfolio online at all times;
• Year-end statements are provided for income tax purposes;
• A monthly report from our Momentum funds is available on our website.