Managed Portfolios

The Richardson GMP Managed Portfolios follow a disciplined and strategic process rooted in diversification, transparency, and cost efficiency. Our asset allocation framework, research, product selection, and reporting all serve to reinforce these principles, making this an investment solution that you can feel confident owning.

Key benefits:

  • Asset and Geographic Allocation
  • Combines Actively Managed Funds and Passive ETFs
  • Manager Selection and Oversight (Sample due diligence report here)
  • Consistent Communication and Transparent Processes
  • Enhanced Reporting (Sample report here)


Program Overview: Introducing Richardson GMP Managed Portfolios (PDF)

To learn more about the Managed Portfolios, please contact your Richardson GMP advisor or reach out to our asset management group via email


Richardson GMP advisors, for all of your resources please visit the internal site here

Separately Managed Accounts

Inside the Numbers
A monthly performance summary (download)


Canada (download)

CDN Dividend (download)

Core Income (download)

Diversified Income (download)

U.S. Dividend (download)

Tactical ETF (download)

Laddered Bond (download)

Fixed Income (download)