Frequently asked questions

- FAQ -

At Pratte Portfolio Management, we understand the importance of clarity and transparency. With over $100 million under management for a diverse client base, and expertise ranging from capital growth to income generation, we're committed to answering all your questions. Our FAQ page is designed to provide you with precise answers to the most frequently asked questions. Each answer reflects our commitment to excellence and our passion for results.

Frequently asked questions

Who is Pratte Portfolio Management ?

PrattePM is an independent investment firm based in Ottawa/Gatineau and Mont-Tremblant. It is dedicated to providing customized financial solutions to meet the needs of affluent families, entrepreneurs and institutional investors.

What services do you offer?

We offer active investment strategies that combine quantitative analysis, technical analysis and risk management to optimize returns. Our investment solutions are designed to adapt to changing market conditions.

What products do you offer?

We offer a range of products, including
- Pratte North American Equity Fund
- Pratte Income Fund
- Growth, Balanced and Conservative mandates

How do you ensure trust and transparency with your customers?

Our mission is to support our customers with expertise, building relationships based on trust and transparency. Find out more here.

What is your investment approach?

Our approach is based on rigorous analysis and a long-term vision. We monitor markets to seize opportunities. Our investment solutions are designed to be robust and dynamic. Find out more here.

How can I check your yields?

You can consult our yields here.

Who's on your team?

Our team is made up of exceptional financial specialists, dedicated to helping you achieve your investment goals. Meet our team here

How are securities selected for your investment funds?

In the Pratte North American Equity Fund, for example, stocks are selected primarily for their earnings growth potential and resilience to market fluctuations. Our approach aims to offer investors sustained capital growth.

Who are your main customers?

Pratte Portfolio Management services are aimed primarily at affluent families, entrepreneurs and institutional investors. We are dedicated to providing customized financial solutions to meet their specific needs.

How can I keep abreast of current financial trends?

You can stay on top of the latest financial trends by reading our blog. Our team of experts is constantly on the lookout for global news to keep you informed.

Can't find the answer to your question? Don't let your questions go unanswered. Contact us today and benefit from the expertise of a portfolio management firm. Our dedicated team is ready to support you at every stage of your financial journey.

Contact us