Sound route - Secure future
Discretionary Investment Management since 1997
We are in the business of helping investors build a foundation for long-term growth.
Hybridge Investment Management is a privately owned investment counselling firm, offering both growth and balanced asset management services.
Our wealth management service is geared to high net worth individuals, estates and trusts, charitable organizations, inheritances and other family situations.
We manage money for both registered and non registered portfolios and provide a personal service, using straightforward and unbiased advice.
Work with a portfolio manager to create a plan to achieve your lifestyle today and ensure you are on track for the future.
If you don’t have the time to make investing the focus of your life, hire a professional.
Managing investments requires constant attention and expertise. For those who understand the intricacies of the financial world, entrusting their assets to our skilled team offers peace of mind.
We prioritize strong client relationships by ensuring direct access to our portfolio managers, maintaining low fees, and staying focused on our core strength—managing money, nothing more.
Your bottom line.
Your peace of mind.
No business can be successful over time unless displaying true commitment to its clients. This requires a commitment to foster strong relationships, offering benefits that save time, effort, and money - which translates to reliable returns.
Full access to the decision makers.
In addition to managing money, our portfolio managers have responsibility for servicing and communicating with clients. This way, clients can meet regularly, one-on-one, and discuss their investments with the person who is involved directly 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 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.
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 pools or mutual funds, so our clients see exactly what they own. We spend the time educating our clients about the investment approach we have taken. We provide regular written communication about 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 interest 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.