WHAT
WE DO
We ask the questions that matter, to see what nobody else is seeing.
Forstrong’s active macro approach is designed to look beyond the obvious indicators to anticipate the second and third order effects of significant economic and geopolitical trends. Investment scenarios are then developed to reflect these views. Our time-tested top down process then guides us to a mix of asset classes from around the world.
ACTIVE MACRO PROCESS
Investments are evaluated from the perspective of three time frames across multiple market drivers.
We do not take individual country or company stock risk, preferring to enhance diversification through ETFs.
“Successful investing is about holding the right assets, in the right allocation at the right time.”
Tyler Mordy
CEO & CIO
ETF PORTFOLIO CONSTRUCTION
Forstrong Global has the longest track record in the world for constructing and managing global balanced, exchange traded funds (ETF) portfolios. Essentially, ETFs are mutual funds that trade on an exchange but they have several benefits:
- Asset Diversification – Ability to replicate specific index, market, sector, country, currency or region
- Cost Effectiveness –ETFs have significantly lower management expense ratios than retail mutual funds
- Portfolio Transparency – Daily accounting of fund holdings vs. monthly or quarterly for mutual funds
- Trading Liquidity – Ability to trade whenever markets are open
Studies Show
Asset Allocation is most important
CONTACT US
Kelowna
1180 Sunset Drive, Ste. 203
Kelowna BC, V1Y 9W6
Phone: (250) 448-4531
Toronto
56 Temperance Street, Ste. 400
Toronto ON, M5H 3V5
Phone: (416) 848-3347
Calgary
615 15 Ave SW, Ste. 102
Calgary AB, T2R 0R4
Phone: (403) 802-3108
Montréal
1218 Greene Avenue, Ste. 203
Westmount QC, H3Z 2A3
Phone: (514) 289-2382