Portfolio Manager vs Investment Advisor

Portfolio ManagerA Portfolio Manager has a fiduciary duty to act in their client’s best interests. That means, legally, a PM acts solely with the interests of the client in mind, ahead of anything else. A PM is also required to meet rigorous experience and educational standards by the Ontario Securities Commission (OSC). An IA is only required to be registered as a salesperson with the OSC and has no fiduciary duty to the client. ICM is a PM so our interests always align with yours. That may not always the case for an IA.

  • Education
  • Experience
  • Fiduciary duty
  • Discretionary
  • Agreement/IPS

Inukshuk Capital Management is a portfolio manager in Toronto, Ontario that focuses on applying systematic investment processes to portfolios of exchange traded funds (ETFs). These cost-effective investment strategies can be applied to many different types of investor portfolios. Inukshuk Capital Management uses a disciplined, quantitative approach to construct tailored portfolio management solutions for individuals and institutions and is the portfolio manager of the Inukshuk Opportunities Fund LP, an absolute return fund for accredited investors.

Individual investors receive a high level of care at Inukshuk Capital Management. The team at Inukshuk Capital Management has decades of senior-level experience in portfolio management and has invested in years of research to develop proprietary analytical tools to build diversified portfolios to match investor goals and manage risk. Portfolios are tailored to each client’s needs and are invested in highly liquid, diversified ETFs.

Inukshuk Capital Management is also the portfolio manager of the Inukshuk Opportunities Fund (the Fund), a limited partnership for accredited individuals and institutions. The Fund is a systematic, multi-asset class, long/short global investment fund. It is designed for high net worth individuals and institutions that are seeking investments that have a low correlation to traditional long-only stock portfolios. Inukshuk Capital Management believes that positive returns should be this type of investor’s goal in all market environments. The Fund’s absolute return strategies are rigorously tested prior to being implemented and once implemented, they are automated and monitored closely.

Whether Inukshuk Capital Management is the portfolio manager of an individual’s managed account or the Fund, we take a disciplined approach to investing whereby trades are executed based on the extensive data-driven research we employ, never because of “fear or greed”. We apply the same high standard of care to managing every portfolio. Inukshuk Capital Management is a registered Portfolio Manager with the Ontario Securities Commission. As such, we have a legal fiduciary duty to act with care, honesty and good faith, and to always put our clients’ interests ahead of our own.

Inukshuk Capital Management Inc. is incorporated under the laws of Canada and is registered as an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer in Ontario. ICM’s office is located in Toronto, Ontario.


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