Préfontaine Capital’s central mission is the discretionary management of our clients’ portfolios, the method of operation of which is described below. This management is made in accordance with our Investment Philosophy.

External Experts - Building a solid network

We believe the quality of our network of competence is directly linked to the quality of our investment ideas, our services, and ultimately the investment returns that benefit our clients. We have developed and we continue to develop relationships with an number of top quality professionals in each area of expertise relevant for families with more complex needs.

Private Foundations and Charitable Giving - Well organized charities for an optimal social impact

Préfontaine Capital has developed an expertise in setting up and managing private foundations and can help its clients efficiently organize their philanthropic giving, both at the tax and social impact levels.