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Investment solutions crafted to fit your needs

CC&L Multi-Asset Institutional Portfolios

At CC&L Financial Group, we have over 37 years of experience building custom multi-asset solutions. Our custom Multi-Asset Institutional Portfolios allow consultants to work with us to offer institutional investors a diversified asset mix, tailored to meet their specific investment requirements.

CC&L Multi-Asset Institutional Portfolios provide:

  • Broad investment capabilities in public & private assets to improve portfolio diversification
  • Simplicity through one direct relationship, one contract, supported by a single client service representative
  • Focused, specialized investment teams
  • Proactive and flexible structure embracing the evolving needs of our clients and the markets
  • Work directly with consultant on execution of asset mix

Investment Teams

Benefits of investing in CC&L Multi-Asset Institutional Portfolios:

  • Maximizing investment style and team diversity
  • Built to help achieve your return objectives
  • Minimizing expected risk
  • Tailored and designed to meet your specific requirements

Multi-Asset Portfolio

To learn more about Multi-Asset Institutional Portfolios, please click here.

Contact Us

INST-CANflag
Brent Wilkins
416-862-2020
INST-USAflag 
Eric Hasenauer
646-722-2607
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Carlos Stelin
+44 (0)203 535 8107
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