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PIE Funds and Portfolios
A unique portfolio service, giving you access to a wide variety of diversified, tax-efficient, index-based strategies
Click
here to visit www.piefunds.ca |
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Engineering custom asset management solutions
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R. N. Croft Financial
Group Inc. is a boutique portfolio management
company, providing fully customized discretionary asset management to
discriminating investors.
Our investment approach combines low cost tax-efficient indexed
investment strategies, with targeted active management, and sophisticated
options techniques to maximize client returns at any risk level.
Our portfolio processes are unique, flexible and comprehensive.
More ...
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PORTFOLIO MATTERS, 2nd Quarter 2010 |
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“Eurozone crisis triggers market retreat through second quarter”
Investors got no reprieve from the synchronized global stock market slide that took market indexes into correction in an event-filled and volatile second quarter. Against a backdrop of a slowdown in the pace of economic recovery just about everywhere, investors got busy adjusting earnings projections that seemed, through the first quarter, to have no place to go but the moon. But those pipe dreams all came to an abrupt end as investors increasingly sought assorted safe havens. And that search continued apace in June..
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NEW: FEDERAL BUDGET 2010 REPORT |
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A special report on budget proposals that might affect your financial plan.
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more |
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ECONOMIC OUTLOOK & MARKET FORECAST 2010 |
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"The year of recovery”
Arnold Schwarzenegger, the governor of California, is these days no longer seen chomping on oversize cigars or jumping out of those oversize vehicles called Hummers. That’s because a) California is bankrupt (again), b) cigars, being associated with “fat cat” bankers, are politically incorrect, and c) Hummer, a brand of “civilianized” military vehicles that General Motors Corp. acquired in 1999, has been purchased by Tengzhong Heavy Industrial Machinery Co., a Chinese company. In a way, however, poor Arnie’s travails encapsulate the economic outlook for the entire industrialized world for 2010: governments’ extreme fiscal problems; a not-yet-recovered bank sector taking the blows of political populism; and the growing strength of emerging economies.
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CROFT FINANCIAL
PLANNING, June 2010 |
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In this issue
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Wedding plans? A financial checkup can smooth the way |
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Individual Pension Plans: Too many excuses to avoid acting |
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Equities can still add oomph to your portfolio |
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Using insurance to increase retirement income, reduce corporate tax |
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| CORE PORTFOLIOS |
The Croft Core Model Portfolio Mandates
Details, fact
sheets |
| CORPORATE CLASS PLATFORM |
A tax-efficient, discretionary asset management service
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| MARKET MATCH PORTFOLIOS |
A set of passive, low-cost, user-friendly quality portfolios
Information, contact |
| GAInS PORTFOLIOS |
Global tactical asset allocation portfolios
Details, fact
sheets |
| FINANCIAL PLANNING |
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| CUSTOM PORTFOLIO SERVICE |
Customized efficient portfolio solutions
Information, contact |
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