Welcome to the Bristol Gate Advisor Portal
The portal allows you to log-in and download Bristol Gate marketing materials at your convenience.
We try to help your business by providing tools and insights for you and your clients such as our Yield on Original Cost Calculator.
If you have any questions, suggestions or need any further assistance, please do not hesitate to reach out to our Relationship Management Team.
Be sure to check back often for other tools and insights.
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Dollar-Cost-Averaging is an effective process used by investors as a way to place a fixed dollar amount into an investment on a recurring basis. It is a popular strategy among financial planners and advisors who often recommend clients invest a constant amount at the beginning of each selected period.
The goal of investing at Bristol Gate is to grow income and capital over time. However, during an adverse market shock such as the one we are currently experiencing with the COVID-19 virus, our defensive nature kicks in to protect ourselves from near-term potential losses.
In May 2019, Bristol Gate celebrated its 10-year anniversary of our US Equity Strategy with investment results that we are very proud of. In looking back we have analyzed how each part of our investment process contributed to the strategy’s results and believe this is repeatable and sustainable over the next 10 years.
2019 marked a number of milestones for Bristol Gate. Our US Equity Strategy celebrated its 10-year anniversary in May, our firm AUM surpassed the US$1 billion mark and both our US and Canadian Equity Strategies received Morningstar’s 5 Star rating. It was also a year of change.
Bistol Gate Fact Sheets
Bristol Gate ETF Factsheets as of March 31, 2020