At Raintree Wealth Management, our strategies offer sophisticated, institutional-grade investing paired with the flexibility and personalization today’s investors deserve. Whether you’re building a portfolio from the ground up or enhancing an existing one, we provide both the tools and the expertise to invest with purpose.
Two Clear Investment Pathways
Model Portfolios
Professionally managed, risk-profiled options constructed for distinct goals and market assumptions:
Core+
Balanced global equities, fixed income, and alternatives for full-cycle growth.
Explore+
Deep exposure to absolute-return and alternative strategies for diversified performance.
Flex+
Liquid, globally diversified solutions for agile asset allocation.
Income+
Yield-focused portfolios blending public and private credit.
Tailor+
A customization sleeve combining ETFs and alternatives for true personalization.
Standalone Funds
Standalone vehicles for precision exposure and strategic layering:
Core Fixed Income Fund
Active fixed income for stability and value enhancement.
Enhanced Yield Fund
Public and private credit blend targeting income generation.
Core Equity Fund
Global equities via blended active and passive strategies.
Alternative Strategies Fund
Absolute-return focused, low correlation exposure.
Core Fixed Income Fund Key Features
Income-Focusted
Total Return Potential
Manage Risk
Daily Liquidity
Enhanced Yeild Fund Key Features
Enhanced Yield Potential
Diversified Credit Exposure
Income-First Approach
Flexible Distribution
Core Equity Fund Key Features
Global Equity Exposure
Active Investment Approach
Growth-Oriented
Risk Management
Alternative Strategies Fund Key Features
Diversification & Stability
Income & Growth
Public & Private Market Exposure
Monthly Liquidity
To access any of the above options, you must consult a Portfolio Manager to ensure its right for you.
Standalone Funds
Standalone vehicles for precision exposure and strategic layering:
Core Fixed Income Fund
Active fixed income for stability and value enhancement.
Enhanced Yield Fund
Public and private credit blend targeting income generation.
Core Equity Fund
Global equities via blended active and passive strategies.
Alternative Strategies Fund
Absolute-return focused, low correlation exposure.
Core Fixed Income Fund Key Features
Income-Focusted
Total Return Potential
Manage Risk
Daily Liquidity
Enhanced Yield Fund Key Features
Enhanced Yield Potential
Diversified Credit Exposure
Income-First Approach
Flexible Distribution
Core Equity Fund Key Features
Global Equity Exposure
Active Investment Approach
Growth-Oriented
Risk Management
Alternative Strategies Fund Key Features
Diversification & Stability
Income & Growth
Public & Private Market Exposure
Monthly Liquidity
To access any of the above options, you must consult a Portfolio Manager to ensure its right for you.
Why We Partner with Institutional Managers
At Raintree Wealth Management, we know that delivering world-class results means drawing on world-class expertise. That’s why we collaborate with some of the largest institutional managers in the world — firms with decades of experience. These relationships allow us to bring institutional-quality investment strategies to our clients. We also seek managers who are experts in their field of investment strategy, as well as emerging managers who provide innovative investment solutions. Bigger can be better, but not always.
By partnering with specialists who are leaders in their fields, we strengthen our Core + Explore™ philosophy, broaden the range of opportunities we can access, and ensure our clients benefit from research, insights, and capabilities that go far beyond the traditional retail investing landscape. For our investors, this means portfolios that are not only disciplined and risk-managed, but also enhanced by the innovation and depth of the global institutional marketplace.
Investment Strategies
Below are some of the investment strategies that you may find in your Raintree Portfolio. This is only a sample of the strategies we work with, as we partner with over 35 global managers representing nearly $20 trillion in assets.
Our portfolios incorporate a broad range of investment opportunities across public markets, private investments, and alternative strategies. By combining institutional-quality managers and diversified asset classes, we aim to build resilient portfolios designed to generate income, support long-term growth, and manage risk across market cycles.
Equity Strategies
Canadian Equities
Canadian equities provide exposure to publicly traded companies across sectors such as financials, energy, industrials, and natural resources. These investments offer growth potential while maintaining alignment with the domestic economy and Canadian-dollar spending needs.
U.S. Equities
U.S. equities provide access to the world’s largest and most innovative companies across sectors, including technology, healthcare, consumer, and industrials. Exposure to the U.S. market allows investors to participate in global industry leaders and long-term economic growth.
International Equities
International equities invest in companies across developed markets outside North America, including Europe, Japan, and Australia. These investments help diversify portfolios geographically and provide exposure to global industries and economic trends.
Emerging Markets
Emerging market equities focus on companies in rapidly developing economies such as India, Brazil, and Southeast Asia. These regions often benefit from strong demographic trends, expanding middle classes, and faster long-term economic growth.
Canadian Micro Cap
Canadian micro-cap companies are among the smallest publicly traded firms in Canada. These businesses often operate in specialized markets and may offer significant growth potential as they expand and mature.
U.S. Small Cap
U.S. small-cap companies are smaller businesses that often operate in emerging industries or niche markets. They can provide meaningful growth opportunities as these companies expand their operations and market share.
Income Strategies
Government Bonds
Government bonds provide exposure to debt issued by national governments, allowing investors to earn income through regular interest payments while benefiting from the typically high credit quality of sovereign issuers.
Corporate Credit
Corporate credit provides exposure to debt issued by companies, allowing investors to earn income through interest payments while taking on varying levels of credit risk.
Private Credit
Private credit refers to loans made directly to businesses outside of traditional banks or public bond markets. These investments often offer attractive income opportunities and access to lending markets typically reserved for institutions.
Preferred Shares
Preferred shares combine characteristics of both stocks and bonds and typically provide regular dividend income. They are often used as an income-focused allocation that may be less volatile than common equities.
Covered Call Strategies
Covered call strategies involve selling options on stocks already owned in a portfolio. The option premiums can enhance income and help reduce overall portfolio volatility, particularly in sideways or choppy markets.
Mortgage Investments
Mortgage investments provide exposure to loans secured by real estate assets. Investors receive income from interest payments while benefiting from the loan’s collateral.
Alternative & Real Asset Strategies
Absolute Return / Hedge Funds
Absolute return strategies aim to generate positive returns regardless of overall market direction. Hedge funds often use techniques such as long/short investing, arbitrage, and market-neutral strategies to diversify portfolios.
North American Real Estate
North American real estate investments provide exposure to income-producing properties, including residential developments, logistics facilities, office buildings, and retail properties. Investors benefit from rental income and potential long-term property appreciation.
Global Private Equity
Global private equity investments involve acquiring stakes in privately held companies worldwide. These strategies focus on long-term value creation through operational improvements, growth initiatives, and strategic acquisitions.
Music Royalties
Music royalty funds invest in the intellectual property rights of music catalogues. Investors earn income from streaming platforms, licensing agreements, film placements, and broadcast royalties.
Canadian Farmland
Canadian farmland investments provide exposure to agricultural land and crop production. These investments can generate income through land leases while benefiting from long-term increases in farmland value.
Infrastructure
Infrastructure investments include essential assets such as utilities, transportation networks, energy pipelines, and power generation facilities. These assets often produce stable income supported by long-term contracts or regulated revenues.
Industrial Services
Industrial services companies provide specialized support to industries such as energy, manufacturing, transportation, and construction. These businesses can benefit from infrastructure development and long-term economic growth.
Take the Next Step
Explore the path that aligns best with your goals — or get help finding it.