A reliable bridge to your financial future
Discretionary Investment Management since 1997
We are in the business of preparing investors for long-term success.
Work with a porfolio manager to create a plan that allows you to keep (or upgrade) your lifestyle today and ensure you are on track for the future.
Hybridge Investment Management is a privately owned investment counselling firm, offering both growth and balanced asset management services.
Our wealth management service is geared for high net worth individuals, estates and trusts, charitable organizations, inheritances and other family situations.
We manage money for registered and non registered portfolios and provide a personal service, using straightforward and unbiased advice.
Investment management is a full time job. Those who recognize the complexities of the investment world can delegate the management of their financial assets to our experienced team.
We are committed to building strong relationships with our clients by providing full access to their portfolio manager, by keeping our fees are kept low, and by sticking to what we know best - managing money, nothing else.
Most people don’t have the time to make their investments the central focus of their everyday life.
Your bottom line.
Your peace of mind.
Money is the most personal of assets. To entrust ones assets to an investment manager for a fee creates a non-negotiable commitment on the manager's part to conduct client affairs with the highest level of integrity. Investors choose to deal with an investment counselor because they are trustworthy and reliable. No business can be successful over time unless displaying true commitment to their clients. This requires a commitment to foster strong relationships and offer benefits that save time, effort, and money - which translates to reliable returns.
Full access to the decision makers.
Portfolio managers have a dedicated responsibility for servicing and communication with clients. This way, clients can regularly meet, one-on one, and discuss their investments with the person who is directly involved in the investment process. We accomplish this by keeping portfolio manager account loads light and by engaging qualified staff who have the skills to deliver directly all aspects of our services.
Personalized investment service.
Many advisors try to be all things to all people. We offer one service only: a separately managed, discretionary investment account. This focus allows us to dedicate all our expertise to build customized portfolios of securities that meet our clients investment objectives, in a reliable and tax efficient manner. We have every incentive in the world to help your investment portfolio increase safely and profitably.
Reliable returns.
Our management fees are simple, fair, and low. We base our fee on the market value of assets under management. There are economies of scale in our business which we pass on to our clients by offering a tiered fee schedule; as clients add more funds to their account above certain amounts, the fee rate declines. Our success is based on your success.
Fair and competitive costs.
Our management fees are simple, fair, and low. We base our fee on the market value of assets under management. There are economies of scale in our business which we pass on to our clients by offering a tiered fee schedule; as clients add more funds to their account above certain amounts, the fee rate declines. Our success is based on your success.
Clarity.
No client should ever be surprised by what we do. We purchase individual securities rather than mutual funds so our clients see exactly what they own. We spend the time educating our clients as to the investment approach we have taken. We provide regular written communication as to our thinking, hold face-to-face meetings with our clients to review our investment actions, and provide clear investment performance tables that accurately report results both in good times and in more challenging environments. We also encourage our clients to phone our portfolio managers directly to discuss their portfolio whenever they want.
Commonality of Interests.
Avoiding conflicts of interests is fundamental to sound investment management. We derive our compensation for the service offered solely in proportion to the assets under management, partnering with our clients in the growth of their portfolio, ensuring that our advice is always objective. Whether large or small we treat all our clients equally, providing them with the same access to our expertise.
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Let’s talk about what you know (and don’t know) about
your investment objectives.