Idema Investments offers advice to all types of investors (individuals, institutional investors, investment advisors, do-it-yourself investors,...) to help them make informed decisions regarding their investment needs. Our areas of expertise include:
- Exchange Traded Funds (ETF) analysis and recommendation;
- Independant portfolio review
- Transitionning out of mutual funds with deferred sales charges (DSC);
- Investment process automation;
- ongoing review of the ETF industry;
- Participation to investment committee as an independant expert;
- Hedge funds.
For more information on the Consulting Service and our 275$ hourly rate or mandate based fee structure, please Contact Us.