HOME Investment Management Inc. is an Alberta based discretionary Portfolio Manager and Exempt Market Dealer, owned and operated by its principals. It is registered in Alberta.
HOME Investment Management provides ‘turnkey’ discretionary portfolio management services to investors seeking a disciplined, conservative, value-oriented approach to the management of their overall investments. We offer segregated account management to individuals, corporations, foundations and pension plans. Our primary goal is to provide growth of capital for our clients in a risk-reduce environment.
HOME Investment Management Inc. supplies approved Exempt Market Securities through its registered personnel. We use a mix of exempt and public investments to enhance returns within our portfolios. We maintain a strict due diligence before we approve an Exempt Security.
- Condo Reserve Funds
- Bond Management
- Convertible Debentures
- Reset Preferred Shares
- Private Client Services
The firm’s philosophy is founded upon conservative, time proven principles of fundamental investing. Our diversified, high quality portfolios are designed to preserve the real purchasing power of our clients’ funds with minimal risk, to achieve long-term growth. We specialize in bonds, convertible debentures, derivative products and exempt market securities along with an equity component to produce consistent returns through changing economic environments. This approach has been particularly effective in minimizing the volatility prevalent in today’s global markets.