From our offices in Canada, the US and the UK, Guardian has growing reach and an expanding retail intermediary client base. We provide access to a diversified suite of investment solutions including ’40 Act’ mutual funds in the US, and a UCITs umbrella throughout Europe.
Our client base is balanced across channels, including sub-advisory relationships with mutual funds and exchange traded funds, and a leading position in Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) wrap programs with the top broker-dealers (including those of the top six banks) in Canada, along with a growing presence in this space in the US.
Our capabilities span asset classes, geographic regions, pooled or segregated funds and prospected mutual funds: a wide array of asset management solutions for pension plan sponsors, broker-dealer third-party platforms, insurance company segregated funds, endowments and foundations.
We offer multi-asset managed portfolios, global fundamental and quantitative/systematic equity mandates, and broad-profile fixed income. High-conviction, high-quality growth strategies, and customized portfolios inform and complete these products and services.
As a signatory to the UN Principles for Responsible Investment (UN PRI), we are proud of our efforts to incorporate ESG protocols into our investment solution ecosystem.
Guardian Capital LP manages portfolios for defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and third-party mutual funds. Guardian Capital LP is an indirect, wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange.