Société Focus Financial Partners Inc.

Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality.

Williams Jones generally invests client assets in equity securities of individual equity securities (stocks), fixed income securities (bonds and bond funds), mutual funds, ETFs and private investment funds. The firm’s investment approach generally focuses on long-term growth of client capital through proper asset allocation, growth and value equity management and active fixed-income management. Their investment process is composed of four main elements: asset allocation, equity management, fixed income management, and alternative investments.

Nexus seeks to achieve strong, long-term, absolute returns, rather than short-term, relative returns. The firm builds a high quality, low turnover, low volatility portfolio of 35 to 45 North American stocks that they can hold for the long-term. Their approach to fixed income is to maximize return without taking undue risk. They invest in corporate bonds to enhance yields. Nexus principals invest alongside clients, ensuring both their interests are realized without compromise. Their growth-at-a-reasonable-price (GARP) investment process uses company-by-company, bottom-up research to identify attractive stocks.

Provides wealth and business management & related financial services