THE ADVOCATE 3
VOL. 80 PART 1 JANUARY 2022
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Built on Trust, Backed by Results
Odlum Brown Model Portfolio vs S&P/TSX Total Return Index
Jeff Davis has been entrusted with the investment portfolios of legal
professionals in British Columbia and Alberta for 20 years. Attuned to your
needs, he understands that the demands of being a successful lawyer often result
in a lack of time to manage your own investments.
At Odlum Brown, Jeff develops investment strategies that are conflict-free and
focused on creating and preserving the wealth and legacy of his clients. For over
two decades, the results of the highly-regarded Odlum Brown Model Portfolio
have been a testament to the quality of our advice.
Let us make a case for adding value to your portfolio, contact Jeff today at
604-844-5404 or jdavis@odlumbrown.com. Visit odlumbrown.com/jdavis for
more information.
Jeff Davis, B.Comm, CIM
Vice President, Director
Portfolio Manager
*Compound annual returns are from inception December 15, 1994
to November 15, 2021. The Odlum Brown Model Portfolio is a
hypothetical all-equity portfolio that was established by the Odlum
Brown Equity Research Department on December 15, 1994 with a
hypothetical investment of $250,000. It showcases how we believe
individual security recommendations may be used within the context
of a client portfolio. The Model also provides a basis with which
to measure the quality of our advice and the effectiveness of our
disciplined investment strategy. Trades are made using the closing
price on the day a change is announced. Performance figures do not
include any allowance for fees. Past performance is not indicative of
future performance.
Member-Canadian Investor Protection Fund
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