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Who we are

Our Company and Team

An independent investment management firm focused on building financial wealth by creating and managing tactical funds and portfolios based on Relative Strength analysis.

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What We Do

Our Process

Everything we do is based on relative strength analysis, in our asset selection. Our proprietary, in-depth analysis process sets us apart.

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How we do it

Our Investments

We are constantly comparing price action across thousands of investments to see which are outperforming and which are underperforming. We capitalize on areas of strength and strive to avoid areas of weakness to improve performance and reduce risk.

SIA Wealth Management

About SIA Wealth Management

SIA Wealth Management (SIAWM) is an independent investment management firm founded in 2012 and focused on creating financial wealth for investors by building diversified portfolios through relative strength analysis.  SIAWM is currently registered with the Alberta Securities Commision and the Ontario Securities Commission as Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer.  Based in Calgary, Alberta, SIAWM provides a range of products and services to all of our clients. By using Relative Strength analysis to engage in effective risk management, our unconstrained mandates give us the flexibility to manage funds effectively through many market conditions, including the ability to move out of the equity markets entirely in the event of a bear market. Portfolios based on our relative strength analysis provide exposure across industry groups, asset classes, and individual investments.

SIA Wealth Management Investment Products
ETFs

BMO SIA Focused Canadian Equity Fund

Access concentrated, high conviction active Canadian stock strategies that focus on relative strength

BMO SIA Focused North American Equity Fund

Access concentrated, high conviction active North American stock strategies that focus on relative strength

Mutual Funds

BMO Tactical Global Equity ETF Fund

Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology

BMO Tactical Global Bond ETF Fund

Unconstrained Global ETF Bond Mandate powered by SIA’s proprietary Relative Strength Methodology

BMO Tactical Global Asset Allocation ETF Fund

A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks

Private Pools

SIA Tactical US Pool

Tactical U.S. Pool takes factor-based investing one step further by applying a “Factor-Based Methodology within another Factor-Based Universe”

SIA Tactical Market Rotation Pool

Tactical Market Rotation Pool seeks to have a lower beta and volatility with better risk-adjusted returns versus the equities market, while attempting to provide downside protection

Objective. Rules-based. Unconstrained.

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