Managing Uncertainty, Compounding Returns
Index Wealth Management Inc., is an independent portfolio manager with offices in Vancouver, Calgary and Winnipeg. Our firm provides discretionary investment management services and structures equity protection and monetization strategies for individuals, foundations and non-profit corporations.
We construct portfolios for our clients utilizing Exchange Traded Funds (ETFs) as the core holdings. Depending on a client's investment goals, objectives and "risk comfort zone", these ETFs can then be combined with equity option strategies to enhance income or reduce the volatility of the annual return of a portfolio.
Risk vs. Uncertainty
The Mathematics of Losses
Why Investment Costs Matter