Multi-Asset Portfolios Core
  • Long term evidence based portfolio construction with exposure to broad asset classes
  • Diversification embedded throughout the investment process
  • Portfolios consist of low cost highly liquid mutual funds and ETFs
  • Four target allocations with equity exposure ranging from 20% to 70%
  • Launched in 2014 with a proven track record through dynamic market cycles

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Multi-Asset Portfolios ESG
  • Long term evidence based portfolio construction with exposure to broad asset classes and incorporating ESG considerations
  • Diversification embedded throughout the investment process including definition and application of ESG criteria
  • Portfolios consist of low cost highly liquid mutual funds and ETFs
  • Four target allocations with equity exposure ranging from 20% to 70%
  • Launched in 2021

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Credo Wealth

Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.