For too long, investors have been offered a single, one-size-fits-all approach disguised as a customized portfolio. We wanted to offer more to our clients, so we recruited a team of portfolio managers with diverse expertise and a strategic mindset, specialists in their own areas who work together to provide a comprehensive and truly tailored solution to clients, whether they’re looking for lower volatility income generation or long-term global growth.

Bellwether’s Adaptive Global ETF Strategy® grew from this desire to serve our clients better. Our goal is to be the #1 ETF strategist in Canada—the kind of people who are trusted for their insight, diligence and ability to adapt to ever-changing market conditions. We want to be the first choice of individual and institutional investors looking for a truly customized and adaptive ETF portfolio, and the trusted partner of financial advisors looking for respected ETF portfolio solutions for their own clients.

The Adaptive approach may be based in ETFs, but the principles are the same as we use for any Bellwether investment strategy: ask tough questions, develop a repeatable and reliable process, test it to ensure it gets results and have the discipline to stick to it.

Don't invest in what you know. Invest in what we know.

The Adaptive strategy is first and foremost a global approach, and our process has been developed specifically to respond effectively to the added risks of a turbulent economic, social and political world.

The heart of the strategy is active management—done by our team, not by the manufacturer of the ETF products that we are trading. This decision to invest in passively managed ETF products is a conscious and defensible one, because we know what happens when there are too many cooks in the kitchen. Instead, we are the head chef.

We use the well-respected “core-satellite” approach to construct our ETF portfolios, using our robust methodology to take advantage of time-sensitive opportunities and quickly rebalance portfolios in response to increasing market risk. It’s this adaptability that makes a measurable positive difference in portfolio value over time.


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Office: 905.337.2227

Toll Free: 866.469.7990

Fax: 905.337.3552

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