Engineering custom asset management solutions

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 ...

 
ECONOMIC OUTLOOK & MARKET FORECAST April 2009
"The end is near as reflation kicks in”
Looking at the long-term chart for the S&P 500 Composite Index, we’re tempted to reassert our contention that this particular bear market is finished. The market has plunged as much as it did when the dot-com bubble burst, but it has done so a lot faster. The credit crunch quickly morphed into a consumer-led, balance sheet recession – that’s the nastier kind – with the predictable nasty effect on business earnings, and of course, on earnings projections, which continued to be revised down with boring regularity through the first quarter.  Read more
PORTFOLIO MATTERS, First Quarter 2009
“Markets searching for a bottom”
Mad as a March hare. That pretty well describes stock markets in the final three weeks of the first quarter. All the major markets rallied to end the month with a gain, though not enough to climb out of the hole for the first quarter.  Read more
CROFT FINANCIAL PLANNING, May 2009
“Enhance your nest egg with an IPP”
Looking for ways to enhance your retirement savings beyond a Registered Retirement Savings Plan (RRSP)? If you’re a business owner or executive, or an incorporated professional (physician, dentist, lawyer, accountant, and so on), you might consider the benefits of setting up an Individual Pension Plan (IPP).  Read more
 
New: A case of nerves ...
"The end is near as reflation kicks in" ...
Light at the end of the tunnel ...
Ontario’s SST: Good news for consumers and business
BNN Appearance: Has the market bottomed? Options, ETFs, and equities on Market Call, March 27
    Market Wrap Up
    Option Strategies
Recent: Markets' growing appetite for risk
The Bailout Blues
Credit Crisis:  It's All About Liquidity
2008 Economic & Market Forecast
Thinking about converting your pension ... think again.
Tax Changes on Income Trusts
 
CORE PORTFOLIOS The Croft Core Model Portfolio Mandates
Details, fact sheets
CORPORATE CLASS PLATFORM A tax-efficient, discretionary asset management service
Core Custom Portfolio Program  Pool
Calculator
Active Management Portfolio Program 
Western Chartered Financial Portfolio Program 
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 Comprehensive financial planning services
Description, Individual Pension Plans
CUSTOM PORTFOLIO SERVICE Customized efficient portfolio solutions
Information, contact
                             
Financial Planning
* FP Newsletter
Corporate Class
Platform
Quarterly
Commentary
PORTFOLIO MATTERS
"Markets searching for a bottom"
PORTFOLIO TOOLS
Portfolio Management Models/Simulations
CROFT COMMENTARY
Market, Quarterly
OTHER
Benchmark Articles, Books
  PIE Funds - A
More Info
  Croft Pools
More Info
  Active Mgmt Pools
More Info
  RealWorld Benchmarks
Details
Richard Croft Links:

Options Blog
* Help for financials may
hold opportunities
* Fixed-income can increase returns and decrease risk
Other Links:
 
 
 

 

Protect Your Nest Egg

Eric Kirzner and Richard Croft


Includes information on:

      
Master Your Retirement: How to fulfill
your dreams with peace of mind

Doug Nelson, MFA, CFP, CLU

Includes information on:

o Income Trusts
o Active Investing
o Indexing
o Hedge Funds
o Portfolio Benchmarks
o and more!
o The five important phases to retirement
o The 10 critical dos and don’ts
o The difference between income needs and lifestyle wants
o The difference between guaranteed and variable income sources
o How timing your retirement can influence success and failure
o How to get the most in government benefits all year long
o Prepare for the inevitable “roadblocks” that all retirees encounter
o Maximize the legacy you leave your heirs
o Achieve peace of mind and live the life you want to live