SOURCE: Raintree Wealth Management

Raintree Wealth Management

August 02, 2017 07:00 ET

Raintree Capital Inc. announces launch of Raintree Wealth Management to serve clients with disciplined, long-term investments that avoid emotional and behavioral biases

EDMONTON, AB--(Marketwired - August 02, 2017) - Raintree Capital Inc., parent company of Raintree Financial Solutions (an award winning Canadian Private Capital Markets Dealer), announced the latest expansion of its Core + Explore™ investment philosophy with the launch of portfolio management arm Raintree Wealth Management (RWM).

Through its subsidiaries, Raintree Capital Inc., can now provide an end-to-end service by helping clients manage all their wealth.

"Investors are bombarded with information that can cloud their thoughts, feelings and decisions. Most of this information has little value and results in short-term thinking and often poor decision-making. Raintree Wealth Management takes a long-term perspective. We focus on the information that matters and ignore what doesn't. The result is an ability to face portfolio construction and difficult investing decisions with logic rather than emotion," says Peter Kinkaide, CEO of Raintree Wealth Management.

"We use a valuation framework, which is critical in avoiding our emotional and behavioral biases that can influence investment decisions," adds Kinkaide. "We objectively examine today's markets (equities, fixed income or any other) relative to reasonable, long run expectations and decompose markets into the three components that form the basis of all returns; income, growth and valuation. We examine each independently with the goal of gaining insight into current market conditions so that we position our client's portfolios most appropriately."

RWM focuses on the 'Core' portion of a client's portfolio by offering traditional, publicly traded, liquid securities for clients with a minimum of $100,000 of investable assets.

Raintree Wealth Management has partnered with four leading Canadian Investment Managers to bring institutional-level talent and experience to bear in each of their respective specialties. Raintree Wealth Management's team includes ETF Capital Management, Polar Asset Management Partners, Leon Frazer & Associates and Foyston, Gordon & Payne.

To complement Raintree Wealth Management's more conservative investment approach, Raintree Financial Solutions will continue to play a critical role in the 'Explore' component of clients' portfolios. Raintree Financial Solutions offers private investments with the goal of providing increased diversification and enhanced risk-adjusted returns.

Peter Kinkaide (bio located here), currently CEO of Raintree Capital Inc., leads the new company as CEO and Greg Bainbridge (bio located here), formerly Director of Corporate Finance, holds the dual role of CIO and CCO.

"It is very rewarding to continually expand our business in our efforts to create a truly holistic financial services firm where financial advisors can thrive, providing a full service experience to our clients," says Kinkaide.

Raintree Wealth Management At A Glance

  • Raintree Wealth Management provides the next level of service to clients by building on the values, foundations and principles established by Raintree Financial Solutions.
  • Raintree Financial Solutions Assets Under Administration - Placed over $700,000,000* into alternative investments and has referred over $350,000,000 to Portfolio Managers through its network of Private Wealth Advisors.
  • Designed for clients with a minimum of $100,000 of investable assets offering clients the highest standard of investment management.
  • Portfolio Management is the sole focus of Raintree Wealth Management. However, a wide variety of investment and insurance solutions are available through Raintree Financial Solutions and its business partners.
  • Raintree Wealth Management partners with Institutional Canadian Investment Managers who bring a breadth of talent and experience in their respective specialties.
  • Raintree Wealth Management does not hold client assets. All client assets are held with a third-party custodian, National Bank Correspondent Network ("NBCN").
  • Raintree Wealth Management is registered in British Columbia, Alberta, Ontario, Manitoba and Saskatchewan.
  • Investment Management Fees vary by amount invested. Raintree Wealth Management does not collect commissions.

About Raintree Wealth Management

Raintree Wealth Management provides the next level of service to clients by building on the values, foundations and principles established by Raintree Financial Solutions. Designed for clients with a minimum of $100,000 of investable assets, Raintree Wealth Management offers clients what we believe is the highest standard of investment management.

About Raintree Capital Inc.

Founded in 2016, Raintree Capital Inc. is the parent company of Raintree Financial Solutions, Raintree Corporate Finance and Raintree Wealth Management. Since its inception in 2010, Raintree Financial Solutions has placed over $700 million into alternative investments and has referred over $400 million to Portfolio Managers through its network of Private Wealth Advisors in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Québec. Raintree's mission is to educate, enable and empower clients to make strong financial decisions by arming them with the tools needed to evaluate each investment they make.

To learn more about Raintree Wealth Management, please visit raintreeWM.com
To learn more about Raintree Financial Solutions, please visit raintreeFS.com

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