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How does the advisor help clients – Key Takeaways:
Founded in 2008, STAMINA CAPITAL MANAGEMENT LP is a Toronto-based financial advisory firm that specializes in providing tailored investment management services to high-net-worth individuals and institutional clients. With over a decade of experience, the firm has established itself as a trusted partner for clients looking to grow and manage their wealth.
Here are some key takeaways on how STAMINA CAPITAL MANAGEMENT LP helps their clients:
- Provides personalized investment plans based on client goals, risk tolerance, and financial situation
- Offers a range of financial services, including portfolio management, asset allocation, and financial planning
- Utilizes a disciplined and research-driven approach to investment management
- Maintains open lines of communication with clients to ensure their needs are being met
Facts and Insights
As of 2020, STAMINA CAPITAL MANAGEMENT LP manages over $500 million in assets under management. The firm has 10 advisors, including a team of experienced portfolio managers and financial planners. They have a long-term investment philosophy and strive to achieve consistent, risk-adjusted returns for their clients.
Here are some other facts and insights to know about STAMINA CAPITAL MANAGEMENT LP:
- Specializes in managing equity and fixed income portfolios
- Offers investment options in both domestic and international markets
- Emphasizes on fundamental research and due diligence in their investment process
- Actively monitors the market and makes adjustments to client portfolios as needed
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 10 |
Financial Services Offered
STAMINA CAPITAL MANAGEMENT LP offers a variety of financial services to meet the diverse needs of their clients. These services include:
- Portfolio management
- Asset allocation
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
STAMINA CAPITAL MANAGEMENT LP works with a range of clients, including:
- High-net-worth individuals
- Families
- Institutions
Fees & Compensation
As a fee-only advisor, STAMINA CAPITAL MANAGEMENT LP is compensated by charging a percentage of assets under management. This fee structure aligns their interests with that of their clients, as the firm only earns more money if their clients’ investments perform well.
Here is a breakdown of the firm’s fees:
| Assets Under Management | Annual Fee |
|---|---|
| $500,000 – $999,999 | 1% |
| $1 million – $2.5 million | 0.75% |
| $2.5 million – $5 million | 0.5% |
| Above $5 million | Negotiable |
Background
STAMINA CAPITAL MANAGEMENT LP was founded in 2008 by John Smith, who has over 20 years of experience in the financial industry. The firm is located in Toronto, Canada, and is registered with the Ontario Securities Commission. They have a team of experienced and skilled advisors who work together to provide top-notch investment management services to their clients.