Investment Philosophy

There are numerous factors which influence the long term return of an investment portfolio. JP MILANI Asset Management holds the view that asset allocation is a significant factor which influences the long term return of an investment portfolio. A pro-active approach is undertaken to align a client’s investment portfolio with a long term strategic asset allocation which is consistent with a client’s risk profile and investment objectives.

Other factors, such as sector exposure, credit quality, duration, currency management and security selection may also influence returns.

JP Milani Asset Management Inc. (JP Milani) is pleased to provide you with the information on this website as a general introduction to us and to the services we provide.
These terms and conditions govern your relationship with this website (the “Website”).
No advice: This Website is not intended to provide investment, financial, legal, insurance, accounting and/or tax advice, and shall not be relied upon by you in that regard. By using this Website, you acknowledge that no posted content is intended to be construed as personal investing advice and that you are responsible for ensuring that you are appropriately informed about any securities, taxation or other legislation or law that could affect your investment decisions or that you obtain professional advice to that end.

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Jurisdiction: JP Milani’s products and services are available only in jurisdictions where they may be lawfully offered, and JP Milani’s services are not available in all geographic regions.

Forward looking information: This website may contain certain information that is forward-looking and is subject to important risks and uncertainties. The words "anticipate", "expect", "believe", "may", "should", "estimate", "project", "outlook", "forecast" or other similar words are used to identify such forward-looking information. Readers are cautioned to not place undue reliance on this forward looking information, which is given as of the date it is expressed in this Website or otherwise, and to not use future-oriented information for anything other than its intended purpose.

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