Best Boutique Portfolio Management Firm - Canada
STRATIGIS Capital Advisors Stratigis Capital is a Canadian boutique that specializes in providing fee based Portfolio Management and sophisticated strategies to high net worth individuals, family offices and wealth managers. We profile this unique company and explore the dynamic strategies employed to ensure clients receive the best possible service.
Company: STRATIGIS Capital Advisors Name: Dan Papulkas Web Address: www. STRATIGIS.ca
Modern wealth management calls for new tools, techniques and agility. In order to meet these requirements the Stratigis Capital (SCA) investment team leverages superior technology and proprietary trade experience in its investment decisions. In addition, SCA has developed a number of best in class proprietary niche strategies in order to provide clients with the best possible level of service and strong returns. The firm partners with experience professionals with a defined skillset and a proven track record to create products that are unique to the marketplace and offer a value added opportunity for the sophisticated investor. Specifically, SCA has partnered with healthcare professionals to offer a suite of products specific to the Canadian small cap HealthCare space- ranging from opportunistic to lending strategies. This combination of award winning investing technology with traditional money management creates the opportunity for higher risk adjusted return with less volatility. This approach is central to the firmâ€™s success, as whilst best in class returns are an important part of any investment program, SCA goes one step further to provide clients access to the management team- to discuss the individuals concerns about markets, strategy or their portfolio. We appreciate the importance of client service, and feel that our model creates a better experience for the investor. Our typical client is successful in their respective field and understand that they need proven investment professionals to manage their hard earned nest egg. They expect nothing less than high levels of expertise and professionalism from their advisors, and therefore we work hard to provide this, both through our superior approach and our dedicated staff. To ensure clients receive the highest possible quality of service we have worked hard to foster a culture where individuals left to work on their core competencies, whilst at the same time working as a team would challenge the status quo and flourish. So far this approach has succeeded and helped us to become a strong competitor in our industry and provide our clients with excellent service and strong returns.