aDVISOR pROFILE
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- John Kason, CIM®, CFP®, FCSI®
Portfolio Manager
- Prince George
- 250-596-6511
- john.kason@fieldhousecap.com
- www.johnkason.com
John is a Portfolio Manager for the Enhanced Pension Plus (FPFI Class P) Fund and runs the Prince George Office.
Biography
- John offers a family office experience via discretionary managed portfolios that combine both core and alternative asset classes designed to minimize risk and enhance returns. John utilizes a multi-manager approach that allows clients to access a highly curated and often inaccessible team of global portfolio managers each with specific expertise and management styles. This eliminates ‘in-house’ manager bias and provides unparalleled portfolio diversification and risk adjusted exposure to the entire market.
Philosophy
- John believes that a multi-manager approach gives a breadth of portfolio exposure ideal for his private wealth management clients. No single manager can have the expertise or focus to monitor every security in the marketplace. Using core and alternative assets classes, John can create a long term strategic allocation for his clients' long term goals. Shorter term tactical allocations allow John to use his extensive market experience and know-how to protect his clients capital and offer additional upside during certain market conditions.
Work History & Achievements
Chartered Investment Manager® and Certified Financial Planner®
20 years of experience as an investment advisor for high net worth families and business owners.
Combined experience of financial planning, extensive capital market participation and business development to assist clients.
Family Office style management
Author of “The Kason Point”
Strategy & Investment Approach
John’s multi-manager approach offers access to a team of global portfolio managers each with specific expertise and management styles. Unlike many firms, Fieldhouse isn’t tied to proprietary product that provides an unconstrained opportunity to seek uncorrelated returns across the entire market.
Changes in the portfolio mix are based on an individual client’s objectives and portfolio size. Flexibility and responsiveness to individual client needs and market conditions are not sacrificed nor is the portfolio held hostage to investment mandates or global conditions.
Clients benefit from this approach as it allows for true private wealth management services to be offered. Clients with more complex needs can benefit from a thorough financial review to ensure nothing is overlooked, and no opportunity is missed. This strategy is appropriate for investors who seek both current or future retirement income and consistent portfolio growth while experiencing low volatility and event based risk.
Changes in the portfolio mix are based on an individual client’s objectives and portfolio size. Flexibility and responsiveness to individual client needs and market conditions are not sacrificed nor is the portfolio held hostage to investment mandates or global conditions.
Clients benefit from this approach as it allows for true private wealth management services to be offered. Clients with more complex needs can benefit from a thorough financial review to ensure nothing is overlooked, and no opportunity is missed. This strategy is appropriate for investors who seek both current or future retirement income and consistent portfolio growth while experiencing low volatility and event based risk.
Increasingly, sophisticated clients seek access to pension style diversification, global outlook and risk management for their portfolio delivered in a family office experience focused on goal based planning and service.