“Coerente offers segregated management across three asset classes:
stocks, bonds and money market securities. Segregated management
is more tax efficient for the client compared with a mutual fund where
you are sharing potential gains, losses and transactions.”
Coerente Capital Management is an independent investment counselling firm specialising in discretionary, segregated portfolio management for high net worth individuals, holding companies, trusts/estates and foundations.
The company strives to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs.
The firm was founded in December 2012 by Len Racioppo and Marc Trottier. Both individuals worked previously for Jarislowsky Fraser Limited where Len Racioppo served as President and Chairman of the Investment Strategy Committee while Marc Trottier was Vice President and Director.
Copyright © 2017 Coerente Capital Management Inc. All rights reserved.