Company

Tower Asset Management is a quantitative investment manager that has been serving professionals and business owners since it was established in 2002.  Registered as an Investment Portfolio Manager with the Ontario Securities Commission, the firm initially offered only a Managed Options and Futures Hedge Fund that is still active today that employs mathematically rigorous investment strategies. In 2009, in response to the pressure of the market volatility, the firm expanded its offerings to include more traditional portfolio management: a global equity investment strategy, which can range from a fairly conservative profile of 35% equities to a growth profile of 80% equities.

This combination allows Tower to more fully respond to the needs of its clients: those who are most risk averse can choose the portfolio with higher bond exposure and lower equity exposure.  Those with greater interest in longer term growth can choose the portfolio with higher equity exposure and when suitable, those with the right profile may choose to hold a portion of their portfolio in the hedge fund.

Mark and Elaine Maxwell have both enjoyed a wonderful multi-generational relationship with charities around the world.  In keeping with their life-long interest in helping charities, a substantial portion of Tower’s business is with charities, including strategic planning, capital planning, estate planning for wealthy donors and investment management.