Company Profile
Our team manages assets on a discretionary basis for wealthy individuals, private and public corporations, not-for-profit organizations, insurance companies, associations and public and private foundations on a segregated basis and provides investment management services to mutual funds and pooled funds. For clients of our managed accounts that use Caldwell Securities Ltd. to handle their trading, all record-keeping, reporting and safe-keeping are provided at no extra cost.
Our mutual funds are offered by prospectus through Caldwell Securities Ltd. and other authorized dealers throughout Canada. The Caldwell Mutual Funds family includes:
- Caldwell Canada Fund
- Caldwell Balanced Fund
- Caldwell Income Fund
- Caldwell Exchange Fund
- Caldwell High Income Equity Fund
Our Caldwell Pooled Funds include:
- Caldwell Growth Opportunities Trust
- Caldwell Institutional Equity Pool
- Caldwell Institutional Bond Pool
- Caldwell ICM Market Strategy Pool
- Urbana
These investment vehicles are made available to accredited investors through an offering memorandum. Caldwell Investment Management also provides investment management services to third party mutual funds and limited partnerships.