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Norm and DH&A Contact Norm DH&A Links: DanHallett.com Services for Investors Investment Counsel FAQ	Private Client Services If you're interested in ongoing financial advice, a one-off engagement, or simply an independent second opinion, you'll benefit from our conservative value-oriented approach. We'll work closely with you to establish your specific investment objectives, risk tolerance, and the unique factors impacting your portfolio. We'll then deliver our advice to you in a formal written investment policy statement. Your investment policy statement will be tailored to fit your personal situation. We will recommend the most appropriate asset mix and investment strategy for you. Unlike most advisors, we are never paid by anyone other than our clients. We treat each portfolio with care and follow a disciplined process. Developing an investment policy statement is an involved process for which we charge $2,500 plus GST. Thereafter, detailed annual reviews can be obtained for $1,750 plus GST. Due to our busy schedules, we take on only a limited number of new clients each year. All of our new clients have portfolios worth $250,000 or more. Also, we want our clients to be focused on the long-term and avoid short-term trading. Philosophically, we favour value investing, index investing, and other low-fee options for our clients. If you would like to become a client or require further information, please contact Norm Rothery, PhD, CFA Chief Investment Strategist, Dan Hallett and Associates Inc. Email: Norm@danhallett.com Phone: 416.243.9580
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Disclaimers: Consult with a qualified investment advisor before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. If you need personalized financial advice then please consider our private client services. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. A Dan Hallett and Associates Inc. publication. Norm Rothery, Ph.D., CFA, is the Chief Investment Strategist at Dan Hallett and Associates Inc. (DH&A) and the founder of StingyInvestor.com. DH&A is registered as Investment Counsel in the province of Ontario. Norm, DH&A, or related-parties may have an interest in the securities mentioned. More...