Jason Crawshaw

Fifty-Six Group employs an Index Plus investment strategy that places cost effective indices at the core of their portfolios to ensure the achievement of market returns. The firm surrounds these indices with more focused investments that seek to stretch market returns without taking on unwarranted risks. Once a client's investment objectives are determined, Fifty-Six Group seeks to buy high quality investments when the risk/reward ratio is the client's favor and that offer the potential to provide returns that will exceed their requirements over the long-term. The firm's portfolios' core holdings typically include stocks, index funds and ETFs

Functions as a College/University

William Allan aims to assist clients to achieve their investment goal(s) through the growth of their capital. They have two investment strategies, Core Equity and Income+. Simply, one is geared to grow wealth to the point where the other takes over with the main goal of creating meaningful income while still experiencing growth. Central to both strategies are the use of individual stocks and then the introduction of more income-focused securities (i.e., REITs, preferred stocks, utilities, and bonds) to client’s portfolio to meet their individual income needs. Building these portfolios of individual securities is the only way to meet client's specific income and growth goals/needs.