Barometer Capital Management Competitors

Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $29.3 billion in assets across a suite of mutual funds, active ETFs, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity. In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.

Pembroke Management is an independent, Montreal-based investment firm. The firm’s business and investment philosophy is rooted in the concept of ownership and aligned interests. We are employee owned, with managers and employees holding our funds along with our clients. We strive to make investment decisions that reflect this combined focus with a long-term goal of capital appreciation and risk management. Pembroke believes that owners act in the long-term interests of their stakeholders to maximize their own wealth. We prefer to back teams that own significant stakes in the companies they manage, and entrepreneurial organizations in front of long-term growth opportunities with sustainable competitive advantages. Since our founding in 1968, we have placed a focus on small-to-mid-cap U.S. and Canadian companies that are run by enterprising management teams. We have consistently and successfully specialized in finding investment opportunities with well-managed growth companies. We focus on identifying companies delivering growth on a per-share basis that have strong balance sheets, and the ability to finance their business without accessing outside capital. Pembroke Private Wealth Management, a subsidiary of Pembroke Management Limited, is a wealth advisory firm that provides clients with customized solutions to secure their financial futures. As an independent boutique, we offer a range of pooled and mutual funds, which provides exposure to Canadian, U.S., and international equities, as well as fixed-income securities. Our clients include individuals, families, foundations, and pension funds.

Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions. At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. Our existing clients are our sales force and by providing a high level of professional service we have been able to consistently grow our business despite the fluctuations in the markets. As we continue to expand our business any gains in market share we achieve will not come at the expense of the professional and individualised client service.