That is why the group of seasoned professionals behind StoneCastle Investment Management Inc. deploys one of the most sophisticated and disciplined equity management platforms in Canada. We believe that rational, systematic and strategic portfolio management decisions lead to exceptional investment results.
And we can prove it. Founder and Portfolio Manager of StoneCastle Investment Management Inc. and a former portfolio manager for some of the largest investment dealers in Canada and the U.S., Bruce brings over 26 years of experience to fund management. A graduate of the University of Alberta with a Bachelor of Commerce degree specializing in finance, Bruce has earned multiple designations in investment management.
And we can prove it. Founder and Portfolio Manager of StoneCastle Investment Management Inc. and a former portfolio manager for some of the largest investment dealers in Canada and the U.S., Bruce brings over 26 years of experience to fund management. A graduate of the University of Alberta with a Bachelor of Commerce degree specializing in finance, Bruce has earned multiple designations in investment management.
Services
StoneCastle Investment Management Inc. is a supporter of two important regional causes, Central Okanagan Food Bank and the Campbell Family Foundation. We believe in the principle of being an active part of, and contributing to, the health of our community. The Central Okanagan Community Food Bank is dedicated to providing much needed food and support to those living in Kelowna and West Kelowna.
At StoneCastle Investment Management Inc., whether you are a private client or an independent investment advisor, you can expect and receive exceptionally personalized investment advisory and fund management services. The goal of this regular correspondence is to openly communicate the only thing that counts: results.
You may purchase the StoneCastle Fund via StoneCastle Investment Management Inc. directly. To qualify to purchase directly through StoneCastle Investment Management Inc., investors are required to have a minimum account size of CDN $150,000. Accounts may not be combined to meet this minimum i.e.
To subscribe to the StoneCastle Fund, you must complete the applicable subscription agreement and deliver it to the offices of StoneCastle Management Inc. by fax, mail, or courier prior to the purchase deadline.Subscription forms must be received and transactions must be executed by 4pm (Eastern Time) on the last business day of each month.
To subscribe to the StoneCastle Fund, you must complete the applicable subscription agreement and deliver it to the offices of StoneCastle Management Inc. by fax, mail, or courier prior to the purchase deadline.Subscription forms must be received and transactions must be executed by 4pm (Eastern Time) on the last business day of each month.
If you are a resident of Canada or a Canadian corporation or institution, you may purchase the Purpose Canadian Equity Growth Fund via your broker or Investment Advisor. To purchase through your broker or Investment Advisor, you must meet the minimum investment requirements for the Fund. Important information about the Purpose Canadian Equity Growth Fund is contained in the Offering Documents.
Looking for a customized stock or bond portfolio built around a specific investment strategy? Our separately managed portfolios may be the investment solution you are searching for. Separately Managed Portfolios are built to your specific goals and objective taking into account your risk tolerance, return objectives and investment time horizon.
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