PIB Financial’s Investment Philosophy is based on two key underpinnings: we are process oriented and we are disciplined. 

Successful investing starts with a framework! The following are the principles on which PIB Financial’s framework and discipline are built:

1. Invest and stay invested
2. Use strategic “core holdings” to establish a portfolio’s foundation
3. Search out highest quality investment managers
4. Diversify through asset allocation and management style
5. Manage the risk in the portfolio
6. Deliver both consistent and competitive returns

Making a change to a portfolio

There are three primary triggering events that will drive our decision to recommend a change of investment in a portfolio:

1. Change in a clients’ investment objective
2. Material change in a fund
3. Mid-term Performance

Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer.
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