Wealth Management
XO Wealth Management Inc. provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on a segregated basis. Our investment approach is based on a rigorous process combining capital appreciation and low volatility. Our team of portfolio managers has more than 68 years of combined experience acquired in well known national and international firms.
What distinguishes us:
- Strategies oriented toward absolute returns;
- Attractive returns with low volatility;
- Rigorous approach;
- Use of EVA(Economic Value Added) analysis for stock selection;
- Use of derivatives to improve the risk/return profile(for specific mandates);
- International expertise.