Our Investment Process

About this episode

Jaden Ropp and Zach Davidson discuss the investment process and tools used by Fairway Wealth Management.

The Fairway Wealth Management team at National Bank Financial manages over $2.7 billion in client assets through both managed and non-managed accounts. Delivering a high-level of expertise and personalization on a large scale requires great tools and resources to deliver results to clients, and in this episode Jaden Ropp and Zach Davidson will discuss these tools, along with their investment philosophies and some lessons they’ve learned in their many years as Portfolio Managers. National Bank...

Topics covered

• investment process
• portfolio management
• client assets
• investment philosophies

Keywords

• managed accounts
• non-managed accounts
• expertise
• personalization

Mentioned in this episode

Products: National Bank Financial

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