CWB Wealth Management

Adroit Investment Method

Rising stock chart

We’re committed to making sound decisions that deliver solid results for our clients.

Explore our performance history and learn more about risk-adjusted returns.

Since Adroit's inception in 1993, our Canadian and non-Canadian equity portfolios have grown substantially and outperformed their respective performance benchmarks.

Our goal is to preserve your capital and provide a rate of return that is consistently less volatile than could be achieved by investing in a comparable benchmark or index fund. Our focus is on delivering long-term results. We invite you to review our performance history and risk-adjusted returns.

Although past performance does not guarantee future returns, we can guarantee that we are committed to our proven investment philosophy and style, which has been the hallmark of our operation since our first day in business. Our investment style and disciplined approach have remained constant over time, and our market outperformance illustrates we have helped our clients navigate through major market disruptions such as the technology bubble in 2001/2002 and the bear market in 2007/2008.

If capital preservation and long-term growth sound appealing to you, please contact one of our portfolio managers today.