Money Management

Expert money management is a critical element in turning your retirement plans into reality. At Emeritus we have hand-picked select money managers who understand the mathematics of catastrophe (read our blog for more) and are capable of translating forward knowledge of future cash flows into investment strategies that protect retirement incomes.

The Investment Counsellors – Portfolio Managers chosen by Emeritus provide clients with above median investment performance with well below median volatility. Those relying upon their retirement nest egg for an income stream are particularly appreciative of this expertise in this new era of extremely challenging market conditions. Their performance track record provides evidence of their operational philosophy of putting risk management ahead of short term market performance.

By incorporating Emeritus’s proprietary My Personal Pension Plan™ into their investment management process, clients are provided with an additional significant layer of protection from income ravages that can be attributed to market downturns.

Emeritus’ unique relationship with these skilled professionals has enabled us to provide our clients with the quality of money management previously reserved for pension funds, institutional investors and extremely affluent individuals.

    Free Ebook

    20 years of learning in a 10 minute read!


    Client Testimonial

    This is not simply financial planning focusing on numbers. It is an opportunity to take a good long look into your own passions and values- seeing how they play out in your future and only then apply the numbers to it. I look into the future with excitement now and not trepidation!
    — Sergio Galo
Emeritus Financial