Private Counsel Portfolio ManagementModern + Measurable

YOUR PORTFOLIO
IS BROKEN:

Who's to Blame and
How to Fix It

This is intended to help frustrated investors identify problems with traditional approaches to investing and to offer a modern, simpler solution.

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Are you

FRUSTRATED?

The Index House is passionate about helping investors achieve better results through the application of consumer and investor best practices. Investor frustration is usually a function of two things...

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Are you

ENLIGHTENED?

Enlightened investors have already begun to question the traditional approach to portfolio management offered by large banks, brokerage firms and mutual fund companies...

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Are you a

PRUDENT TRUSTEE?

Prudent trustees understand the requirements of prudent-investor-rule-compliant portfolios...

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Are you

FRUSTRATED?

Is your advisor trying to beat the market with your portfolio? The Index House recognizes how difficult it is to accurately and consistently predict...

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Are you

ENLIGHTENED?

Most investors don't know their portfolio return. Do you? Very few firms provide adequate portfolio reporting. Does yours? Better reporting consists of...

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Are you a

PRUDENT TRUSTEE?

Is it prudent for trustees to attempt to beat the market with a trust portfolio? Does a prudent approach include protecting the portfolio against underperformance? Prudent trustees know how to mitigate potential liability in the set up and management of the trust portfolios...

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Are you

FRUSTRATED?

Poorly structured portfolios leak un-necessary tax. The Index House has a process...

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Are you

ENLIGHTENED?

How many good ideas will your advisor have this year? How many did they have last year? Each year investment professionals attempt to...

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Are you

FRUSTRATED?

Very few investors know the amount of fees they pay each year for the management of their portfolio. Even fewer are aware of all the fees they pay...

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Frustrated Investors

The Index House is passionate about helping frustrated investors achieve better results through the application of good consumer and investor practices. Referred to as, "fixing broken portfolios," we find that investor frustration is usually a function of two things...

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Enlightened Investors

Enlightened investors question the traditional approach to portfolio management offered by large banks, brokerage firms and mutual fund companies. They know that advice in the form of product recommendations, obscure disclosure of costs and weak reporting benefit the investment industry and less so investors.

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Prudent Trustees

Trustees who make investment decisions for Family Trusts, Pension Plans, Charities, Foundations and alike are subject to the Prudent Investor Rule (PIR). Described as the legal application of Modern Portfolio Theory (MPT), the PIR provides trustees with sophisticated guidelines for making investment decisions and a new standard for determining liability.

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How You're Protected

Clients of the Index House have their portfolio (cash and securities) held at a separate financial institution called a Custodian (National Bank Correspondent Network, a division of National Bank). The Index House and Advisors are registered with provincial securities commissions as required by law.

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