Roberts Nash Advisory Group

Portfolio Management Excellence Award

The Roberts Nash Advisory Group received the Portfolio Management Excellence Award for the South Western Ontario Region in November.

 

Recipients of this award have demonstrated excellence in managing assets. To be considered for this award, Investment Advisors must have at least $50 million of assets under management, and must have ranked in the first quartile for investment returns and Sharpe ratio for the past three consecutive years.

** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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