We would like to take this opportunity to
thank you for entrusting The Ritcey Team
with your business.
** New ** The
Importance of Your Investment Policy Statement
For the most recent commentaries from our
Summit managers please click below:
Fixed Income Managers:
Allegiance
Capital – U.S.
Fixed Income
Fiera YMG Capital – Fixed
Income
Balanced Managers:
Mawer
Investment Management – Tax Efficient
Balanced
McLean
Budden – Canadian Balanced Conservative
McLean
Budden – Canadian Balanced Moderate
Canadian Equity Managers:
Bissett
Investment Management – Canadian
Equity
Mawer
Investment Management – Canadian
Small Cap
Morrison
Williams Investment Management – Canadian
Equity
Standard
Life Investments – Canadian
Equity
U.S. Equity Managers:
Delaware
Investment – U.S. Equity
C.S.
McKee – U.S.
Equity
Turner
Investment Partners – U.S.
Equity
Metropolitan
West Capital Management – U.S.
Equity Small Cap
Geneva Capital Management – U.S.
Equity Small Cap
Profit Investment Management – U.S.
Equity
Total Equity Managers:
Jarislowsky,
Fraser – Total Equity (Non-Taxable)
Jarislowsky,
Fraser – Total Equity (Taxable)
Global & International Managers:
Brandywine
Asset Management – Global
Equity
Brandywine
Asset Management – International
Equity
Mawer
Investment Management – Tax Efficient
Balanced
Nordea
Investment Management – Global
Equity
Nordea
Investment Management – International
Equity
Clay
Finlay – Global
Clay
Finlay – International
In keeping with our commitment to provide
you with up to date information on your Summit
portfolio, please click below for our quarterly
Summit newsletter, NTGA’s quarterly Market
Summary and NTGA’s quarterly Market Outlook:
Summit Quarterly Newsletter
NTGA Quarterly Market Outlook
NTGA Quarterly Market Summary