Lorne Park Capital Partners . TSXV: LPC LPCP or the Company today announced that its wholly owned subsidiary Bellwether Investment Management . Bellwether has surpassed $ billion in assets under management AUM .
We are excited to reach this major milestone of $ billion in assets under management, said Robert Sewell, President and CEO. This achievement is a testament to our team s dedication to outstanding client service and our unique investment offering. We are very grateful to all of our supporters, partners and our team for making this achievement possible.
In , we had four employees and $ million in AUM, Sewell said. Today, with over $ billion in AUM and employees and advisor teams, we look forward to continued growth and success into the future.
LPCP was created to bring together boutique investment management and wealth advisory firms in order to deliver robust, cost effective investment solutions to affluent investors, foundations, estates and trusts. LPCP s unique strategy creates better alignment between investment managers and wealth advisors while providing them with additional resources to accelerate their growth.
Bellwether is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary Disciplined Dividend Growth Investment Process. Bellwether provides discretionary investment management focused on North American Dividend Growth investing and is dedicated to serving the distinct needs of affluent families. Bellwether s suite of investment solutions includes Canadian, US and global equity and fixed income strategies. Bellwether is a subsidiary of LPCP, and is registered as a portfolio manager in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan, an exempt market dealer in Alberta, Ontario and Quebec, and an investment fund manager in Ontario and Quebec.
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