Algonquin Edge

Emphasizing a disciplined approach to asset allocation, diversification and risk management, Algonquin is committed to providing the preservation and growth of capital through careful attention to the full spectrum of our clients’ investment goals.

Independent:  Algonquin is owned by its management team. Being independent of bank and brokerage affiliations, Algonquin operates above the “product push” typical of certain larger institutions.

Experienced:  Algonquin’s team has years of experience in the financial markets that has proven invaluable to its clients when navigating the most challenging and rewarding market conditions.

Innovative:  Successfully managing investment portfolios requires an ability to be free of bureaucracy and the ability to adapt quickly to changing market conditions.  Algonquin’s reputation and industry contacts as well as its Greenwich location put it at the nexus of contemporary investment thought.

Objective:  Algonquin utilizes an “open architecture” approach to investing with independent investment managers that it believes are among the industry’s elite.

Bespoke Service:  A limited number of select clients are managed by each Algonquin professional and clients have direct access to the decision makers that shape the firm’s investment direction.

Results:  Algonquin’s continued success mirrors the results it delivers to the firm’s clients.

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