Wallstreet Investments for Mainstreet Canadians

Wallstreet Investments for Mainstreet Canadians

Loxley Financial is dedicated to building investors’ wealth responsibly by helping our clients achieve a well-balanced, diversified portfolio. As a Canadian Private Capital Market Dealer, Loxley scours the market to make available only what we consider to be the best alternative investments, as well as traditional investments with referrals to industry leading Portfolio Managers.

Founded in 2009, Loxley Financial has prudently placed investor capital in a wide variety of alternative investments and has referred almost half a billion dollars to Portfolio Managers through our network of Alternative Investment Advisors in British Columbia, Alberta, and Saskatchewan.

Our Investment Philosophy:

Loxley has created an investment strategy designed to address many shortcomings of the old “60/40” portfolio. We believe that for investors to achieve true diversification they need to include private and public investments in their portfolio.

Traditional “60/40” Asset Mix: 

Traditionally your portfolio would consist of 60% Equity (stocks) and 40% Fixed Income (bonds). These securities tend to be more conservative, liquid and market-oriented. We believe the best way to invest in your traditional portfolio is through a Registered Portfolio Manager that most resonates with your investment circumstances and philosophies.

Alternative “50/30/20” Asset Mix: 

At Loxley we believe that true diversification is achieved through an asset mix that is closer to 50% Equity, 30% Debt, and 20% Private/Alternative investments. These private investments tend to be riskier, but they deliver portfolio diversification uncorrelated to public markets and have the potential to produce outsized returns.

Loxley provides the Alternative addition to your portfolio using the alternative investments that we have structured and chosen to offer and refers the Traditional component to select Portfolio Managers that we have chosen to work with. Loxley ensures all our clients obtain an optimal portfolio of public and private investments, which provides a level of performance and diversification that is often found only in exclusive family offices or endowment funds.

  • Equity
  • Fixed Income
  • Equity
  • Fixed Income
  • Alternatives