Wealth Management
Customized Portfolios
Investing with ETFs
Diversification
Tax Efficiency
Performance
Low Costs; No Commissions
The J.C. Hood Difference
Fees
What differentiates J.C. Hood Investment Counsel from other Portfolio Managers?
The most important issues for our clients are personalized service and innovative investment strategies.
Personalized Service
Our clients accounts are all managed individually and can be customized to your requirements. For your security, investments are held in your name at the financial institution of your choosing. You will meet with and have direct access to the Portfolio Manager actually managing your capital. Many Investment Counsel firms are oriented toward pension funds, whereas our focus is on the mid to high net worth client. We deduct our fees outside of your RRSP to preserve your retirement capital.
Innovative Strategies for Enhanced Income: Covered Call Writing
The firm's reputation is built upon the integration of ETFs and dividend paying stocks with 'covered call writing'. This involves purchasing a dividend paying ETF or stock and simultaneously selling an option to a trader. Essentially, this means using an equity position to develop enhanced cash flow because the sale of the option combined with the dividends targets annual returns of 7-9% with all of the returns being either capital gains or dividend income. Using covered calls is not like a bond, there are no guaranteed returns but it is nonetheless a very conservative strategy that we use extensively. The attached article, on 'Navigating with Options', discusses how we can utilize related options to partially hedge your equity position to create an insurance put.