At Louisbourg Investments, we offer private wealth management services to high-net-worth individuals and families. We provide our clients with a personalized planning approach to bring our partner’s goals to life.
Our comprehensive approach to wealth management begins with understanding your financial circumstances, unique needs, goals and tolerance for risk. We then create a strategy suited to your situation and financial objectives. As a partner in your long term growth, our team becomes trusted advisors who guide you through all aspects of your finances.
Our highly specialized and knowledgeable advisory team works together with your existing accountants, tax advisors and lawyers to ensure optimal asset management and a comfortable process.
We manage a variety of investment strategies to meet clients' specific needs. Our scale in assets under management and our flexible platform give us the ability to construct custom portfolios using a wide range of individual securities or using our own Louisbourg pooled fund strategies listed below.