Our Investment Philosophy
Ayur Wealth Strategies, partnered with Aligned capital partners, provide investment solutions that focus on capital preservations & downside protection, while generating a reasonable rate of return on the upside.
We believe that creating portfolios with low volatility and a predictable return spectrum is a key ingredient in creating financial peace of mind for your future.
Our core investment policy incorporates two main asset classes
- Traditional Asset Classes
- Traditional asset classes are often characterized by stocks, bonds and cash.
- When it comes to investing in the public stock markets, our goal is to build portfolios with a focus on stable returns and lower volatility. Dividend paying, blue chip companies are a stable approach in a capital preservation mandate.
- In the right market cycle, bonds & money market strategies are another usful tool to help build low volatility portfolios while earning reasonable growth.
- Non-Traditional Asset Classes
- Another aspect of our investment philosophy includes non-traditional investment options, otherwise known as Alternative Asset classes, that exist outside traditional stock/bond markets.
- For many years, investing in alternative strategies was the sole domain of large-scale government and institutional investors, who could deal with its complexity and meet the high price of entry.
- As discretionary portfolio managers, we partner with private assets managers to gain access to a wide variety of non-traditional investment options at the retail level.
- Common Alternative Investments include: Real Estate, Infrastructure, Private Equity, and Private Debt, and Options.
Our Investment Dealer:
How Do We Get Paid?
- We strive to be transparent in every asepct of our business; fees are no exception.
- We are paid based on Assets Under Administration.
- Our fee structure starts at 1% of investment assets and tier’s down after $1MM.
Michael Connelly is registered to provide securities to clients residing in the provinces of Alberta, British Columbia, Ontario & Quebec; Jared Odorico is registered to provide securities to clients residing in Ontario.
Ayur Wealth Strategies is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund (www.cipf.ca). Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
Ayur Financial Strategies and Ayur Wealth Strategies of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-securities related business conducted by your Advisors as representatives of Ayur Financial Strategies is not in their capacity as agents of ACPI.
Ayur Wealth Strategies is an investments trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investor Protection Fund (CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided through ACPI, and include, but are not limited to, mutual funds, stocks, and bonds. Michael Connelly is registered to provide securities to clients residing in the provinces of Alberta, British Columbia, Ontario & Quebec; Jared Odorico is registered to provide securities to clients residing in Ontario.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Michael Connelly or Jared Odorico.
Any advice which may be given in respect of non-securities services is given by your Advisors solely and no such advice is given in their capacity as agents of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by Ayur Financial Strategies Inc, Ayur Wealth Strategies of Aligned Capital Partners Inc., its affiliates or any other person as to its accuracy, completeness or correctness. All content is as of the date of this publication and is subject to change without notice.