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The
Manager Select Program is a series of share classes of CFG Custom Portfolio Corporation that enable investors to invest in specific portfolios offered by third party investment managers. The Manager Select Program is intended to provide investors access to specific actively managed investment strategies that would form part of a broader portfolio.
R.N. Croft Financial Group Inc. determines an appropriate portfolio mix, based on information about the investor provided in the investor’s Managed Investment Account Agreement (MIAA) and through ongoing client information gathering processes. The investor’s portfolio asset mix as set out in the MIAA is confirmed with the investor by a registered individual at Croft Financial Group to make certain that the asset mix, as defined by the MIAA, is both suitable and appropriate for the investor’s long term objectives and risk tolerances.
Having ascertained the appropriateness of the investor’s asset mix and confirmed that the assigned mandate (i.e., Growth, Balanced, Conservative, or Income) is appropriate for the investor, Croft Financial Group will set out to purchase on behalf of the investor, securities that correspond to the investor’s mandate. If the investor chooses, the Manager Select program can form part or all of the investor’s portfolio mandate. However, investors would not typically access one specific manager and/or one strategy for their entire portfolio.
The table below lists the portfolio advisors that have been retained to manage the investments within specific Classes of the Corporation:
| Class A-5 |
Avenue Bond Avenue Investment Management Inc. |
| Class B-5 |
Barrantagh Fixed Income Barrantagh Investment Management Inc. |
| Class C-5 |
Leon Frazer Canadian Dividend Leon Frazer & Associates Inc. |
| Class D-5 |
Rondeau Value Equity Rondeau Capital Inc. |
| Class E-5 |
Avenue Total Return Equity Avenue Investment Management Inc. |
| Class F-5 |
Barrantagh Total Equity Barrantagh Investment Management Inc. |
In addition, Weigh House Investor Services has been contracted to assess the return/risk characteristics of each Class and to provide ongoing performance evaluations that reflect each manager’s specific objectives against an agreed upon benchmark.
This product is sold by Offering Memorandum. Please contact our office for a
copy or click on the link below.
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