Pratte Portfolio Management serves private and institutional clients from its offices in Montreal and Gatineau. Our portfolio management service aims to organize your investments around your goals, investment horizon and liquidity needs.
Under a discretionary mandate, you entrust investment decisions to a management team within the parameters agreed with you. You do not need to approve every transaction. The mandate sets out the objectives and limits that guide the management of your assets.
Portfolio management may suit individuals and families who want to delegate investment decisions. Approaching retirement, selling a business, receiving an inheritance or managing a more complex portfolio can be an opportunity to review how your finances are organized.
An initial conversation helps determine whether our services fit your situation. Account-opening requirements, fees and applicable services should be discussed with our team.
Our Quant Dynamics approach combines quantitative analysis, technology and our team’s expertise to inform investment selection and monitoring. We consider the mandate’s objectives and the risks associated with investments. Investments involve risk and their value can fluctuate.
Before entrusting your investments to a firm, read our guide How to Choose a Portfolio Manager. It covers six comparison criteria and questions to ask at an initial meeting.
Request a call with our team to introduce your situation and discuss your goals. We can then explain what information is needed to assess your needs and outline the next steps.
Pratte Global Equity Fund, 12-month return from September 30, 2025 to September 30, 2026 (as of September 30, 2026).
The return shown is the fund’s return and does not necessarily represent the return of each client account. Past performance does not guarantee future results.
