panoplycapital.com

Panoply | Capital Asset Management

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Welcome to Panoply Capital. October 11, 2010. Rob Farquharson MBA, CFA. Past Director of Global Equities at Ontario Teachers’ Pension Plan Read more. No sales people, just personalized management of your portfolios. Retain Control of Your Assets. You retain ownership of your portfolios simply delegating trading authority to Panoply Read more. Closed to New Clients. We are currently not accepting any new clients.

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Panoply | Capital Asset Management | panoplycapital.com Reviews

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Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Welcome to Panoply Capital. October 11, 2010. Rob Farquharson MBA, CFA. Past Director of Global Equities at Ontario Teachers’ Pension Plan Read more. No sales people, just personalized management of your portfolios. Retain Control of Your Assets. You retain ownership of your portfolios simply delegating trading authority to Panoply Read more. Closed to New Clients. We are currently not accepting any new clients.

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5 investment details

6 investment approach

7 nature of operations

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Panoply | Capital Asset Management | panoplycapital.com Reviews

https://panoplycapital.com

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Welcome to Panoply Capital. October 11, 2010. Rob Farquharson MBA, CFA. Past Director of Global Equities at Ontario Teachers’ Pension Plan Read more. No sales people, just personalized management of your portfolios. Retain Control of Your Assets. You retain ownership of your portfolios simply delegating trading authority to Panoply Read more. Closed to New Clients. We are currently not accepting any new clients.

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panoplycapital.com

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Overview of Reporting Section | Panoply

http://panoplycapital.com/investment-details/publications

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Overview of Reporting Section. Reports are sent to clients on a quarterly basis, within 60 days of the end of the quarter, and include the following:. Quarterly Notes, common to all clients. Client Report, which is personalized for each client. Investment Report on a particular company, common to all clients. Samples of these reports can be found through the links below. Overview of Reporting Section. Account Size and Types.

2

Investor Resources | Panoply

http://panoplycapital.com/investors-resources

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. We have an abiding interest in seeing the individual investor achieve investment success. Our recommended approach is to become a Panoply client! In the meantime, we invite you to review the following papers covering topics which we feel are important, but largely ignored by the financial industry and media. Long-run Returns and Alphas – Implications for Fees. Investing for Retirement – a New Approach. Account Size and Types.

3

Uncategorized | Panoply

http://panoplycapital.com/category/uncategorized

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Welcome to Panoply Capital. October 11, 2010. Professional Investment Management Rob Farquharson MBA, CFA. Past Director of Global Equities at Ontario Teachers’ Pension Plan Read more Direct Relationship No sales people, just personalized management of your portfolios Retain Control of Your Assets You retain … Continue reading →. Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts.

4

Account Size and Types | Panoply

http://panoplycapital.com/investment-details/account-size-and-types

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Account Size and Types. We welcome accounts with a minimum to invest of $500,000. The minimum account threshold may be based on portfolios on a house-hold basis provided that all portfolios are managed as a single account by Panoply. We manage a range of account types for Ontario residents including: Cash, RRSP, LIRA, RRIF, RESP and TFSA. Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts.

5

Nature of Operations | Panoply

http://panoplycapital.com/investment-details/nature-of-operations

Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. At Panoply, we endeavor to be transparent in executing your investment mandate. The following file is an extract from the Relationship Disclosure Information document which the OSC requires that we provide all clients. Though the contents of this document are legally prescribed, we have tried to make it as readable as possible. Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts.

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Overview of Reporting Section. Account Size and Types. Tactical Asset Mix Shifts. Welcome to Panoply Capital. October 11, 2010. Rob Farquharson MBA, CFA. Past Director of Global Equities at Ontario Teachers’ Pension Plan Read more. No sales people, just personalized management of your portfolios. Retain Control of Your Assets. You retain ownership of your portfolios simply delegating trading authority to Panoply Read more. Closed to New Clients. We are currently not accepting any new clients.

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