WE ARE Exceptional portfolio managers
So your time can be spent with the ones you love.
WE OFFER TWO PORTFOLIOS
Vulcan Intrinsic Value Portfolio
Focused on capital growth and long-term returns
Business Owners Security & Stability Portfolio
Focused on capital preservation and low-volatility through a global asset allocation strategy
To find out more, call (647)*808-5512, email aaron.chaze@vulcanassets.com, or fill out the contact form at the bottom of this page.
located in toronto, with investors from around the world
At Vulcan we strive towards two investment objectives; preservation of capital and generating absolute positive returns over a market cycle, typically 3-5 years.
Aaron Chaze
CIM, President & Portfolio Manager
How do we continually provide exceptional returns
Owning high quality securities permits holding through market cycles, allowing value to emerge
Trading infrequently; Low portfolio turnover means lower cost and lower tax incidents
Selling in a disciplined manner
Using a repeatable process for identifying and managing investments
Ensuring through a checklist approach, that all investment and risk aspects are considered
Investing globally, unconstrained by size of the company, sector or geography
Determining the intrinsic value of securities being considered
Our testimonials
“Professional, knowledgeable, attentive, and quick to respond to requests. I am extremely pleased with the level of service I have received. Very happy with the investment advice and keeping me updated on market and investment news.”
“So friendly and explained things in a very digestible way! This is a team you can trust and learn so much from.”
“I have been a client of Aaron’s at Vulcan Asset Management for over 4 years. Aaron has a solid understanding of value investing and his approach has yielded very strong returns for my portfolio. As an added bonus, Aaron is also very approachable and easy to deal with. I highly recommend him and his firm.”
Contact us
1-57 Lakeshore Road East
Mississauga, ON
L5G 1C9