Our Portfolio Management Advantage

DaVinci Capital Partners Inc is an Investment Fund Manager and Portfolio Manager, which requires us to be licensed, educated and compensated differently than investment dealers, stockbrokers, financial planners and other investment representatives.

License

Portfolio Managers are licensed to advise clients on investments and manage portfolios on a discretionary basis. We can research, advise, make investment recommendations and execute trades on your behalf in a timely and more efficient manner. We can identify excellent opportunities and maximize gains by acting ahead of the masses. Most other investment professionals are licensed to only sell financial products and securities to clients. Our clients appreciate the streamlined platform that our discretionary license provides in terms of maximizing opportunities and minimizing disruption in their busy lives.

Education

A high level of education and ethical standards are critical to maintaining the public's trust in financial markets and in the investment profession. DaVinci is committed to pursuing and upholding the highest standards of education, integrity and professional excellence. Most Portfolio Managers hold the globally recognized Chartered Financial Analyst (CFA) designation* and by doing so are obliged to abide by the CFA Institute** strict code of ethics. The CFA designation takes a minimum three years to achieve and only the very best are able to fully complete the program. The principals at DaVinci are proud to bear the CFA designation and the weight of its responsibility.

Compensation

DaVinci is compensated through fees based on portfolio size and performance. Through this structure we ensure that our interests are aligned with your interests. Our focus on due diligence and quality research helps ensure that our investment selections are suitable for your portfolio and to help maximize potential returns.

*The CFA charter is a professional designation given by CFA Institute that measures the competence and integrity of financial analysts. It is synonymous with the highest degree of investment knowledge, ethics and corporate standards in the financial industry. CFA Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
** The CFA Institute is the organization dedicated to setting the highest standards for ethical behavior, education and ongoing professional development and excellence of practice in the profession. It is recognized globally as the foremost authority representing the investment community on issues of professional ethics, professional conduct, and investment practice.