Services

Tailored advisory services to provide an investment structure designed for you

Personalized services and solutions specifically designed for each family

Normandin Beaudry Private Management is an independent firm with no restrictions on its selection of asset classes and managers. We maintain extensive expertise on market trends and available strategies.

We focus entirely on your interests and implement a solution that best meets your needs. We offer you a comprehensive service that will help you build your ideal investment structure. Our experts will help you explore all three domains covered by our integrated services.

Strategic analysis

Asset allocation

Asset allocation is the first step in implementing a personalized investment structure. The process is centred around our portfolio modelling tools, which help increase the probability of earning higher risk-adjusted returns. This process includes a number of steps.

Defining your investment principles and aligning them with your family’s mission
Analyzing your objectives and risk tolerance
Portfolio diagnostis
Personalized investment training
Institutional-quality forecasts and portfolio modelling
Ability to integrate sustainable investment criteria

Selection

Manager and product selection

This second domain focuses on optimizing the process of selecting effective managers in accordance with your objectives while also minimizing fees. We make detailed, independent recommendations regarding proven investment strategies, especially for private markets.

Institutional-quality research standards and processes
Use of robust, comprehensive databases
Direct access to world-class managers
No restrictions related to a predefined platform
Rigorous assessment of managers and strategies
Ongoing search for innovative solutions

Monitoring

Monitoring of performance, managers and cash flows

We ensure periodic supervision of your investment structure and help organize family governance, in addition to other strategic functions. The goal is to have a comprehensive vision and facilitate strategic decisions.

Detailed, customized performance monitoring reports that consolidate all your investments
Organization of quarterly meetings and best practices for managing a family office
Cutting-edge software, systems and governance tools
Maximum cash management efficiency through robust cash flow modelling
Qualitative and quantitative manager monitoring

Tailored advisory services to provide an investment structure designed for you

Asset allocation

Manager and product selection

Monitoring of performance, managers and cash flows

a team of dedicated experts