Family business

Invest in a Plan

At Racine Investments of Aligned Capital Partners (ACPI) we are stewards of our clients’ wealth.  We do not leave investment decisions to chance.

Our Approach

At Racine Investments of ACPI, the foundation of our investment management process is our well-defined investment philosophy. Our philosophy is based on our need for clients to have independent, transparent and unbiased advice. We believe our clients prosper and live their best life when they are invested in a plan. We apply this core belief to all our client solutions.

This set of beliefs guides our approach on how to best invest money. These principles remain steadfast and do not shift with changes in the market. A clearly, well defined investment philosophy ensures that you remain focused on your long-term goals and not the short-term changes in the market.

We believe in . . .

Broad Diversification

Reduces risk while taking advantage of global opportunities.

Low Turnover

Keeps transaction and tax costs low. 

Low Cost

More return for investors.

Long-term Approach

Discipline is a key to a successful investment experience.

Well-Defined Goals

Focusing on what we can control.

This set of beliefs guides our approach on how to best invest money.

These principles remain steadfast and do not shift with changes in the market. A clearly, well defined investment philosophy ensures that you remain focused on your long-term goals and not the short-term changes in the market.

Professor of Finance at The Tuck School of Business, Dartmouth College, Kenneth French, highlights the challenges with trying to time the market.

How do we invest your money?

At Racine Investments of ACPI, our goal is to educate our clients and to continually pursue a better investment experience. At Racine Investments we focus on the things we can control:

  • A clear and concise Investment plan
    Creating an investment plan relies on understanding each client’s objectives for investing and assessing their risk tolerance.

  • Portfolio construction
    Each portfolio is unique to the client.

  • Managing risk through appropriate asset allocation and global diversification

  • Minimizing expenses, fees and portfolio turnover

  • Remaining disciplined and focused on long-term goals

Racine Financial

37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada

contact@racinefinancial.ca
905 885 0815

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