GMP Private Client L.P. has formally launched its Guided Strategy Program, the Toronto-based full-service investment firm said Monday.

The new program employs a rigorous process of fundamental, quantitative and technical analysis to develop a focus list of equity investments from various sectors within Canada and the United States, GMP Private Client says.

David Andrews, director, portfolio management heads the program and will work closely with the firm’s portfolio advisory committee to manage and monitor the two underlying equity focus lists.

“Our Guided Strategy Program utilizes a very meticulous and stringent screening process to identify high quality investment opportunities when constructing client portfolios,” says Andrews.

“Clients can feel further assured knowing that their investment advisors have on hand an additional layer of investment due diligence at their disposal — a key resource in order to thoroughly analyze equity investments,” adds James Werry, CEO, GMP Private Client.

GMP Private Client is also developing a series of model portfolios that will layer an asset allocation process over its two equity focus lists, the company says.

GMP Private Client a subsidiary of GMP Capital Trust.

IE