Investing in the Exempt Market
Over the last 50 years the usual investment portfolio is made up of stocks and bonds, sometimes packaged in mutual funds or segregated funds. These traditional investment vehicles are important but during the recent great financial crisis the two instruments moved similarly (negatively) together. When investments consistently move in the same direction, they can increase the risk to investors who are drawing on those funds.
Today, diversification is essential. Investments that have low or negative correlations against the other holdings in the portfolio should perform best over time when combined with alternative investments offering higher reward for higher associated risks. High-net-worth individuals more and more allot a growing proportion of their portfolio to these types of alternative investments to maintain a portfolio aligned to their goals.
Charterhouse Prime specializes in alternative investments not traded on a public stock market. Companies raising capital in the exempt market are able to focus more consideration on management and long-term value creation, rather than stock promotion and quarterly bonuses. Private investments can provide serious growth benefits to most investors; however it is important to consult an investment advisor before you invest to ensure these investments are right for you and your life situation and needs.
Why Choose Charterhouse Prime Investments?
The exempt market is becoming an increasingly competitive space as investors seek their preferred portfolio balance. At Charterhouse Prime instead of expansive hiring and a ‘shotgun’ approach to offerings and representatives we are a close-knit group who pride ourselves in getting to know our issuers and investors alike. Our goal is to keep our service to investors high so our investors continue to grow with us over the long-term which will keep us receiving top issuers with the best offerings.
The Process
1. Speak with a Charterhouse Prime Dealing Representative to determine which opportunities would suit you, your portfolio balance and your exemption options
2. Determine your contribution method (cash, TFSA, RRSP, LIRA, LIF, etc)
3. Fund your investment