Overview

Dorchester has operated as an independent investment counsel since its founding. Our firm does not act as a broker or custodian and has no ownership connection with any other financial institution. This independence enables us to take a completely objective approach to investment opportunities so that all portfolios are professionally managed according to the objectives of our clients. Although our office is in Montreal, we provide investment counsel to clients across North America and overseas. Dorchester is registered with l’Autorité des marchés financiers du Québec and the Ontario Securities Commission (as a Portfolio Manager and an Investment Fund Manager) and the Securities Commissions of Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia (as a Portfolio Manager). We are also registered with the Securities and Exchange Commission in the United States (as Registered Investment Advisor – RIA, non-resident). The market value of assets currently under management is above 1 billion dollars. Our partners and professionals have multifaceted roles within the firm on both the investment side and in client service, allowing for more knowledgeable and robust access to information for our clients. Our partners and professionals are involved in all primary investment research, quantitative and technical analysis, and the screening of sell-side research while ensuring all client needs are addressed in a timely and professional fashion. Together, we are a progressive team of 9 investment professionals with more than three hundred years of cumulative investment management experience.

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