Roundtable provides an investment platform constructed to enhance and build value for investment portfolios by:
- Providing non-consensus, solution-based products with attractive risk-adjusted returns
- Partnering with “best-in-class” management teams to structure investment vehicles while overlaying strong fiduciary oversight
- Embracing a proactive approach to client relationships
Roundtable is registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. The firm organizes and distributes a series of pooled Roundtable funds and a number of limited partnerships, which are sold via private placement (collectively, the “Roundtable Funds”).