We are pleased to offer several ways to invest with Mawer based on your level of investment and the level of advice and service you require.
Mawer is pleased to offer Investment Counselling to individuals, families, holding corporations, foundations, trusts and estates, with a minimum $2 million investment.
As an Investment Counselling client, we work with you to understand your financial goals, investing objectives and attitude toward risk. We then construct a suitable investment portfolio using our funds to meet your needs. Investment Counselling is a discretionary service—your dedicated investment counsellor manages your portfolio. This provides peace of mind by freeing you from the ongoing decision-making surrounding your investments.
Online Discount Brokerages
For self-directed investors, Mawer Mutual Funds are available for purchase through most major online discount brokerages, with the exception of RBC Direct Investing. A minimum initial purchase of $5,000 per fund, per account is required. Once the initial minimum is met, there are no minimum requirements for additional investments.
To invest in Mawer Mutual Funds through an online discount broker, please contact the online discount brokerage directly.
You can also invest in Mawer Mutual Funds through your investment dealer. A minimum initial purchase of $5,000 per fund per account is required. Once the initial minimum is met, there are no minimum requirements for additional investments.
To invest in Mawer Mutual Funds through your investment dealer, please contact your advisor directly.
Since 1974, we have provided investment services to family offices and helped them meet their financial goals. Our investment counsellors have extensive experience with the specific issues and challenges that face many family offices including: financial stewardship, asset allocation and portfolio construction, investment education, family and corporate governance, intergenerational wealth transfer, and collaboration with other professionals.
With over thirty years of experience managing institutional assets, Mawer is the investment manager of choice for some of the largest and most well-known companies, organizations, and charitable foundations. Over two-thirds of our firm’s assets under management relate to institutional investors, each with their own set of unique goals and objectives.