We're investors, not traders.Quality investments, diversified by sector.
We invest in holdings you WANT to own
Our methodology resonates with owner-operators, entrepreneurs and all types of professionals because our definition of quality investing aligns with the attributes they strive to achieve in their business. We call this approach QSect – short for Quality Sector, looking for high-quality holdings on a sector-by-sector basis independent of geography.
TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.
QSect, an approach that is singularly focused on achieving your goals while delivering peace of mind.
Navigate through our 7 guiding principles. →
We apply our QSect approach to our client’s portfolios based on their unique goals, circumstances and, most importantly, their risk tolerance. For clients who are early in their journey, we utilize a series of portfolios and we’ll be adding our TriCert QSect Equity Pool in the near future. For clients well along their way, we create portfolios with individual QSect equities and income-producing holdings that enable an even higher level of customization as well as streamlined tax loss/gain harvesting.
Let us guide you on a journey to financial growth and peace of mind.
Get a deeper dive into our investment approach.
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Nicholas Leach, CFA®, to discuss the electrical utilities and telecom sectors.
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert, sits down with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, ICD, to chat about the Finance sector.
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Nicholas Leach, CFA®, to discuss the income-producing sector.