Birch Leaf Investments

At BirchLeaf Investments, we are a boutique investment counsel firm dedicated to providing our clients with exceptional investment services. Our story began in 1999, when we were founded as R.A. Floyd Capital Management Inc. Since then, we have built a reputation for managing assets on a discretionary basis for private, corporate, and institutional clients.

Our Philosophy

We believe in investing in companies that exhibit strong or improving fundamentals, whose share prices do not reflect their true value in the marketplace. These companies typically have strong management teams, good balance sheets, and high barriers to entry. Our investment approach is focused on the long term, and we prioritize capital preservation. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop individually customized portfolios that meet their requirements.

Our Services

At BirchLeaf Investments, we offer a range of services designed to help our clients achieve their financial goals. Our experienced team, led by President and Lead Manager Robert A. Floyd, CFA, provides comprehensive investment management services, including portfolio management, performance monitoring, and quarterly reporting. We believe in transparency and open communication, and our clients have direct access to their portfolio manager at all times.

Our investment approach is proactive and disciplined, and we continuously monitor our clients' portfolios to ensure that they remain aligned with their goals and objectives. We are committed to providing exceptional service and building long-term relationships with our clients. As an employee-owned firm, we are dedicated to putting our clients' interests first and to providing them with the personalized attention they deserve.

Our Expertise

Our team has extensive experience in managing a range of investment portfolios, including Canadian equities, balanced portfolios, and institutional funds. We have a deep understanding of the investment landscape and are well-equipped to navigate changing market conditions. Our expertise is built on a foundation of over 30 years of investment experience, and we are dedicated to staying at the forefront of industry trends and developments.

Why Choose BirchLeaf Investments?

There are many reasons why clients choose to work with us. Here are just a few:

• Exclusive access to your portfolio manager: Our clients have direct access to their portfolio manager, ensuring that they receive personalized attention and guidance.
• 30+ years of investment experience: Our Lead Manager, Robert A. Floyd, CFA, has a wealth of experience in the investment industry, and our team is committed to providing exceptional service and expertise.
• Focused on capital preservation: We prioritize capital preservation and take a disciplined approach to investing, ensuring that our clients' assets are protected and growth is maximized.
• Individually customized portfolios: We understand that every client is unique, and we work closely with them to develop customized portfolios that meet their specific needs and goals.
• Proactive and disciplined investment process: We continuously monitor our clients' portfolios and make adjustments as needed to ensure that they remain aligned with their goals and objectives.

Learn More

We invite you to learn more about our unique investment approach and the services we offer. Whether you are a private investor, corporate entity, or institutional organization, we are committed to providing you with exceptional service and helping you achieve your financial goals.