Rae & Lipskie Investment Counsel Inc., operating as The RaeLipskie Partnership, provides discretionary investment management services to individual investors, endowment funds, charitable foundations, corporations, estates, trusts, and retirement funds. The firm analyzes each client's goals, objectives, and risk tolerance to establish an investment policy statement, then designs and continuously monitors a personalized portfolio consisting of stocks, exchange-traded funds, bonds, short-term investments, and alternative investments. RaeLipskie uses a fundamental analysis approach combined with a growth at a reasonable price strategy when selecting securities. The firm offers several model portfolios tailored to different client objectives, including Canadian growth, dividend income, hybrid, large cap, United States and international equities, fixed income, alternative investments, and responsible investing approaches.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $375K | 1.50% |
| $375K - $1.5M | 0.75% |
| $1.5M - $2.2M | 0.50% |
| $2.2M+ | 0.25% |
Fees may be negotiated within a narrow range based on the duration of the relationship, overall relationship size, nature of services, and required resources.