Harris, Bolduc & Associates is an independent portfolio and wealth management firm. Our long-term asset management approach promotes stability and the achievement of our clients' financial objectives. We offer a range of portfolios in fundamental and quantitative management. Responsible, productive and progressive, we are the trusted partner.
Founded
2007
Assets
175 000 000
Strategies
Philosophy
Independence and transparency.
Quality of securities, investment discipline and rigor are our basic philosophy.
We invest in innovative strategies to find opportunities in financial markets, to obtain superior performance while optimally reducing risk by using technologies and tools developed by our firm.
Approach
The Approach is twofold:
Fundamental strategy, bottom-up approach
Momentum Large-Cap Strategy. Top 100 of the different indices.
Team
Philippe Harris, President, and Manager
Richard Bolduc, Vice-President, and Manager
Christian Cloutier, CIM Assistant Manager
Audrey-Frédérique Rousseau, CIM Customer Service
President
Philippe Harris
[email protected]
30 boul Taschereau, suite 209
La Prairie (QC) J5R 5H7
Telephone: 514-448-6669
Toll Free: 1-866-244-6687
Website: www.harris-bolduc.com
