Testimonial

" Excellent conference. Good solid people which is needed in trusts. Very informative "

J. Zechner Associates Inc.

J. Zechner Associates Inc., founded in 1993, is a private, employee held Canadian investment manager servicing corporate, pension, private and non-profit clients.  As of December 31, 2006 we managed $2.5 billion in a variety of asset classes using our disciplined judgment and innovative research techniques to find outstanding investment opportunities. 
 
Our investment goal is to generate the best possible long-term performance commensurate with portfolio policies.  Our investment process is based on the experience of several market cycles.  We know what works and we stick to that style.  Using a team-based approach to, we bring the skills and experiences of our entire team to bear on investment decisions.  Zechner portfolios stress high quality and liquidity to provide safe portfolio structure combined with superior investment performance.  We believe that clients paying for active investment management deserve meaningful decisions in their portfolios.  Zechner portfolios do not idly replicate underlying benchmarks.  Once our research and analysis are complete, portfolio decisions are made with conviction to produce the highest quality portfolio for the given circumstances.  The impact on the portfolio should be significant and while retaining appropriate diversification and risk parameters, this results in more concentrated portfolios.

For Information please contact David Cohen, President at 416-867-8649 or dcohen(at)jzechner.com