Our Investment Philosophy.

We invest in high quality securities with the intent of holding them in our portfolios for a long time, perhaps decades.

We believe the value in high quality investments is timeless, spanning generations.


We believe that rigorous research and analysis leads us to high quality securities that meet our stringent criteria for investment. In our view, investments that demonstrate consistent profitability, strong balance sheets, disciplined cash flow management, rising dividend payouts, and strong corporate governance have the ability to ride out short term market turbulence and maintain their underlying value to investors.

We believe that in order to fully reap these returns and rewards from portfolios built upon quality, we must be patient and hold on to them for a very, very long time.

 

Our Investment Management Approach

Seeking High Quality Investments


 

Top-DOWN approach

We start with the ‘big picture’ and then zoom in on the ‘fine print’ to reveal investment opportunities.

FUNDAMENTAL analysis

We value securities based on research about the economy, industry and company.

Active Management

We invest actively, but trade passively.

IndependenT decisions

We are employee owned. We work for and answer to our clients only. Our business agenda and ethics are never subordinated to another corporate body.

We employ a top-down fundamental approach in our research and analysis. We start by looking at the ‘big picture’ – the global economy – to identify key drivers and influencers of its overall performance. We then focus on the North American scene with intensified analysis of various industry sectors and their potential outcomes arising from forecast macro-economic activity. Finally, our attention narrows in on the ‘fine print’ with detailed fundamental analysis that identifies the quality investments that meet our standards for portfolio consideration and inclusion.

Disciplined and pro-active management of our portfolios begin immediately after their construction to maintain the standard of quality in our investments. In addition to regular, formal portfolio reviews, we are continually analyzing economic and market information to determine potential impacts on our portfolios. If so, action is taken to bring the portfolio up to its most efficient status. Strict adherence to this disciplined investment process builds quality into consistent, long term and successful portfolio returns.”

 

Our Client Relationship Approach

Delivering High Quality Service


 

fiduciary responsibility

We always do what is best in our clients’ interest. Always!

Aligned interests

Our compensation is directly tied to how well client investments perform. We do not sell products, therefore do not receive commissions.

transparent fees

Our fees are based on a percentage of assets managed, further aligning our interests with our clients. Fees are tax deductible in certain accounts.

direct access

We are available to clients directly (we pick up our own phones) to discuss their finances. They also receive regular statements and newsletters.

third party custodian

We do not hold client assets; those are always held in the clients’ own individual names (never ours) at a major Canadian financial institution.

separately managed accounts

We manage accounts individually to reflect personalized needs, unlike commingled investment products such as Pool Funds or Mutual Funds.

We deliver high quality service experiences and develop long-term client relationships that can be fostered for generations.

How we work with our clients reaches far beyond our strong investment track record of performance. We strive to be a part of our clients’ lives, beyond their wealth, to acquaint ourselves with them on a personal level so that we are always on the same page.

Our clients benefit from holistic communication as soon as the relationship begins. We endeavor in getting to know them in-depth, beyond their financial objectives. We begin the process by developing an investment plan and policy that will address their requirements, including their return objective, risk tolerance, liquidity needs, time horizon, tax considerations, and other needs. Once these are agreed upon, we take fiduciary responsibility and make investment decisions on their behalf to build and manage their tailored portfolio.

 

Let’s chat.

We welcome all inquiries. Contact us to open a dialogue or start the discussion.

Lee, Turner & Associates Inc.

 Suite 790, 999 West Hastings Street 

 Vancouver, BC 

 Canada, V6C 2W2 

 Phone: (604) 689-3289 

 Fax: (604) 689-7862