We guide your nest egg professionally-whether you are travelling, on vacation, running your business, enjoying the cottage, or retirement. We are an independent investment and wealth management firm located in Vancouver, BC, Canada. Since we were founded in 2008 our purpose has been to bring to Canadians the fiduciary approach to investing, which is what Registered Investment Advisors have been doing in the US.
The financial advisors at Lycos Asset Management operate in the best interest of our clients. We help individuals, families, and business plan for their retirement and manage their nest egg. Many investors buy investments after they have performed well, then sell after they've performed poorly. We believe that exactly the opposite is the best way to invest.
The financial advisors at Lycos Asset Management operate in the best interest of our clients. We help individuals, families, and business plan for their retirement and manage their nest egg. Many investors buy investments after they have performed well, then sell after they've performed poorly. We believe that exactly the opposite is the best way to invest.
Services
If you're seeking an experienced financial advisory firm, here are some reasons why Lycos Asset Management may be the right choice for you. Our disciplined value investing is the solution for under-achieving portfolios. It delivers whether you are an institution, a family, a business owner, a professional or simply retired.
Lycos Asset Management is an independent investment advisory and financial planning firm based in Vancouver, Canada. We are committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention. We focus on a select number of families to ensure the highest service.
We are Portfolio Managers. Our licence is the highest attainable by investment professionals in Canada. It imposes the fiduciary duty standard which requires that we we have the highest level of qualifications and experience. Most importantly, it requires that we always place your interests ahead of all else.
Wealth management encompasses all facets of financial needs including investment management, financial planning, tax advice, estate planning. To be able to serve clients in all these areas we have a wide spectrum of expertise. Moreover, we are licensed portfolio managers and fiduciaries. This means we have a legal fiduciary duty that places client interests ahead of ours in managing portfolios.
Beyond our expertise, we care about our clients and many over the years become our friends. We believe it's important you feel comfortable with your financial advisor. At Lycos Asset Management our seasoned professionals are portfolio managers and fiduciary financial advisors. This is the highest level of professional standard and licencing.
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