Taking it to Another Level
Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) wrap programs offer investors access1 to customized and sophisticated services and products, and highly skilled money managers. An SMA offers choice and flexibility – you decide what your investment portfolio will look like while still having access to the skills of an institutional money manager.
Beyond creating your very own personalized portfolio, benefits may range from enhanced tax-efficiency, to a smoother ride of your investments (based on your decisions and not the actions of other investors), and an overall higher level of transparency.
Work with Experts
As one of Canada’s top money managers in the SMA/UMA and sub-advisory space2. Guardian Capital LP has the expertise to help guide your prosperity journey. We have over 50 years of experience managing institutional clients’ assets. From that position of strength, we have developed SMA/UMA partnerships with top broker-dealers (including those of the top six banks), along with a growing presence in the US. In addition to our growing direct retail /retail advisor business, Guardian continues to offer sub-advisory expertise to select mutual funds and exchange-traded funds manufactured in Canada.
- #3 in Canada Of Top 20 LargestSMA Money Managers 2
- C$8.3 billion Assets Under Management 3
- 10 programs Largest Representationamong all Canadian Managers 2
A Global Reach
Guardian Capital LP has a growing reach and an expanding client base. From the Guardian offices in Canada, the US and the UK, we provide access to a dynamic and diversified suite of investment solutions including mutual funds and ETFs in Canada, ’40 Act’ mutual funds in the US, and a UCITs umbrella throughout Europe. We are trusted as experienced institutional managers, with capabilities that span all asset classes and geographic regions, in pooled or segregated funds and prospectus mutual funds for pension plan sponsors, broker-dealer third-party platforms, insurance company segregated funds, endowments and foundations.
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.
Additional information please contact as at insights@guardiancapital.com or reach out to your advisor.
1 Please contact your advisor for further information. Certain restrictions may apply.
2 Investor Economics, Fee-based Report—Canada Winter 2020
3 Assets Under Management as of June 30, 2020. Includes C$6,3B Guardian Capital LP SMA/UMA and C$2B Alta SMA
