After sustained growth in assets under management of more than 28% per year over the past 10 years, COTE 100 wishes to get closer to its growing clientele in the Greater Capitale-Nationale region of Quebec.
“COTE 100 has always had the approach of being close to its clients and of forging ties with them that go beyond investment,” explains Sébastien LeBlanc, President and Chief Operating Officer at COTE 100. “Implementation of our organic growth plan has enabled us to reach a critical mass that today justifies expanding beyond Saint-Bruno, where our head office is, to maintain this proximity with our customers.”
COTE 100 recently announced the arrival of Jonathan Malenfant, who is responsible for account management of new clients in the Quebec Capitale-Nationale, Saguenay and Eastern Quebec regions, and is based in our Quebec City office. This is the fourth manager hired by COTE 100 in the past three years, demonstrating the strength of the firm’s continued growth and its desire to maintain one of the lowest client/manager ratios in the industry.
“Thirty-five years after the founding of COTE 100, the opening of this second office represents an important step in the execution of our strategic plan,” adds Philippe Le Blanc, Executive Chairman of the Board and Chief Investment Officer at COTE 100. “The sustained growth of our activities attests to our clients’ interest in COTE 100’s different approach to the market and their trust in our firm to help them achieve financial peace of mind.”
COTE 100 occupies a niche that is not very present in the dynamic and growing market of Quebec, namely that of independent firms that offer private discretionary securities portfolio management services. It stands out in the market for its more than 30-year track record in asset management and its proven investment process, providing its clientele with good long-term returns and low portfolio volatility. The firm relies on frequent and transparent communications both through the follow-ups of its portfolio managers and through its COTE 100+ platform.