We believe in providing Canadians with the principles of wealth creation and the ACCESS to tools and products that are truly aligned with the principles of wealth creation.
Why do our role models invest in private and alternative assets?
Private investments have several key differences from public securities. Unlike public securities which are tradable every business day, and are marked-to-market every minute, or every day. Private and alternative investments:
Dampen overall portfolio volatility as they are not marked-to-market daily.
May have high long-term growth potential.
Understanding Illiquidity Discount
Public companies are liquid which means you can buy and sell them daily on the public markets. What investors may not realize is that they are paying a significant premium for that liquidity. Unlike publicly traded businesses, private businesses aren’t as liquid and take time to sell. As a result a liquidity discount is often applied to their valuation which means you can purchase a private company with essentially the same qualitative and quantitative characteristics as a public business for a 20-30% discount which translates into higher return potential.
The role models like Warren Buffett and the largest and most successful institutions like the Canada Pension Plan (CPP) which manages $409.6 Billions for the benefit of every Canadian, have an asset mix of public, private and alternative investments.
At Mandeville we understand that investors share the same investment needs as the role models.
We therefore emulate our role models and provide access to quality traditional public investments that address liquidity needs as well as quality private and alternative investments that provide high long-term growth potential.
It’s Time to Change the Conversation...
At Mandeville, our investment approach is based on the concept that since the needs of the high net worth and institutional investor are the same as the wealth-seeking investor, the portfolio profiles should be similar.
The world’s most successful institutions and high net worth investors have traditionally created their wealth using an asset mix combining traditional and private and alternative investments.
As a successful seasoned Advisor, how well does the offering from your current dealer allow you to answer the following questions?
Wealth Preservation and Creation
At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.
The Wealthy Invest Differently. At Mandeville we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
Our Strength and Global Reach
As a client of the Mandeville group of companies, you will have ACCESS to the benefits of our family office resources (via Portland Holdings Inc.’s conglomeration), which means you will have the unique opportunity to invest in the high quality offerings alongside some of the world’s most successful institutions and affluent investors.
Making Clients Wealthy is Our Mission
We believe that to be successful in any endeavor requires a three-step process:
Investor Needs
The investment objectives of successful institutions and affluent investors are the same as those of the wealth-seeking investor:
Preserve Capital
Tax Minimization
Liquidity
Income
Growth
Yet... The Wealthy Invest Differently
The world’s most successful institutions and affluent investors have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.
The Wealthy Invest Differently. Mandeville's mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
