Crestridge Asset Management
10 Bay Street, Suite #803
Toll Free: 1-855-777-2505 Fax: 416-777-6770
Our philosophy is rooted in the conviction that investment “risk” can be controlled whereas “return” cannot, the latter being a consequence of managing the former. In essence, our focus is on the optimal management of probabilities. To this end, a client’s investment policy lays the foundation for a successful investment plan. A client’s mandate, along with effective portfolio diversification, will ensure discipline and risk management. This serves to enhance achievement of the client’s objective of reliable and repeatable superior long-term performance.
Our focus is on private clients with portfolios of $1 million minimum.
Jeff draws upon 30 years of investment industry experience and is the controlling shareholder of Crestridge. Jeff’s community minded activities currently include being a member of the Board, as well as Chair of the Investment Committee of the Oakville Community Foundation.