Asset allocation is the cornerstone of all of our client portfolios.
BULLWEALTH assesses the goals for each of our clients, then optimizes their investment
portfolio by using non-correlated, global asset classes. Once we understand our client’s
specific needs, we customize their asset allocation to construct a portfolio to meet their
Since our founding, we have embraced institutional asset allocation methodologies to
our client’s portfolio volatility, while aiming to achieve their expected returns. By using
proprietary optimization software (‘OASIS’), we can build portfolios with multiple combinations
of different risk and return outcomes, so together we can make the most informed decisions that
align with your investment goals.
Our clients have access to global asset classes that include:
Canadian equities, global equities, international equities and/or
US equities across the market capitalization spectrum;
Canadian fixed income, high yield fixed income, private
credit (mortgage investments & debt) and/or global fixed income;
Canadian real estate, US real estate, global real estate,
hedge funds and/or private equity.