Current investments
Aventine Management Group Inc.
In July 2008, C.A. Bancorp acquired 85% of Aventine Management Group Inc., a fee-for-service boutique investment counsellor and portfolio manager.
Aventine operates a distinct asset management platform modelled after successful endowments such as the Yale Foundation. They employ a multi-asset class, multi-manager approach that brings together the best elements of traditional and alternative asset (private equity, real estate and hedge funds), investment strategies with the objective of providing superior risk-adjusted and absolute returns.
WEB SITE: www.aventine.ca
ASSET CLASS: Financial services
OVERVIEW: $2.9 million to acquire 85% of a boutique Canadian investment counsellor and portfolio manager
RATIONALE: Sophisticated high-net-worth clients and their advisors are demanding tailored solutions to meet their investment objectives. This is leading them to move away from mass-market product offerings and towards client-focused strategies similar to private client investment counsellors.
Download the Fact sheet
ASSET CLASS: Financial services
OVERVIEW: $2.9 million to acquire 85% of a boutique Canadian investment counsellor and portfolio manager
RATIONALE: Sophisticated high-net-worth clients and their advisors are demanding tailored solutions to meet their investment objectives. This is leading them to move away from mass-market product offerings and towards client-focused strategies similar to private client investment counsellors.
Download the Fact sheet