Fiera Capital is dedicated to providing the highest standards in client service and satisfaction. We offer a range of traditional and non-traditional investment strategies through specialized and balanced mandates. We work with endowments, foundations, corporations, private and public funds and Taft-Hartley plans.
Our philosophy relies on a personalized approach, innovative investment solutions, as well as on the highest possible standards of professionalism and integrity.
Advisors and Family Offices
Our approach combines thoughtful investment processes with a premium service model.
We provide the flexibility of a boutique and pride ourselves on being a highly responsive resource to wealth advisors, consultants and family offices.
- Direct access to investment professionals as well as marketing representatives.
- Comprehensive portfolio analysis.
- Efficient frontier and optimal portfolio analysis.
- Market and indices research.
- Customized pre- and post-tax reporting.
- Timely and thoughtful responses to questionnaires and inquiries.
Further information on our unique investment strategies can be found here:
Our portfolio managers work directly with clients and their financial intermediaries, attorneys, and accountants to design custom portfolios to help them achieve their investment goals.