business background spans more than 50 years
and four continents.
Melissa Cavelti, CFA, has
spent 25 years in the field of
investment analysis and research,
supervising highly successful
portfolio management groups at
major banks. About
Cavelti's Research has
been published internationally.
to access it.
Peter Cavelti is the author of
several books and countless essays
that have been internationally published.
|Most corporations and
individuals with sizeable portfolios need
help. Our team will analyze your investment
requirements and preferences and see whether
your current strategy is appropriate, whether
you work with the right institutions and
whether the fees you pay are justified.
Special emphasis is given to achieving asset
diversification--by institution, by geography
and by asset class.
During my more than 50
years in the investment business, I've
been responsible for client accounts ranging
from one million to well over one billion
dollars. I've developed a very simple
philosophy, which I believe distinguishes us
from virtually all financial organizations:
- We are fiercely independent and free of
any conflicts of interest;
- Beyond our advisory fee, we will not
benefit from any of our recommendations;
- Our recommendations will always be based
on a client's needs and objectives;
- We will think outside the box—global
change is not a threat, but an
- We will work hard to keep fees and
expenses under control.
My daughter, Melissa
Cavelti, brings considerable
experience to our firm as well. A business
graduate of Northwestern University and a
Chartered Financial Analyst, Melissa has
been in the financial industry for 25 years. As a member of the Strategic Planning
Committee at RBC Dominion Securities and
later as Managing Director at Bank of
Montreal Nesbitt Burns, her responsibilities
included the supervision of highly
successful portfolio management and research
At Cavelti & Associates Ltd. we try to
share our knowledge base with our clients.
Our regular strategic
updates, coupled with hundreds of
research essays, many of which have been
published in major financial media, address
the complex geopolitical, economic and
social policy issues which have such
influence on today’s investment scene.
If our services are of interest to you,
please contact us at firstname.lastname@example.org.
We look forward to hearing from you!
With kind regards,
All information on this website is
compiled by Cavelti & Associates Ltd.
and is based on sources considered
reliable but is not guaranteed, nor in
providing it, do either Cavelti &
Associates Ltd. or its owner, directors,
employees or affiliates assume any
responsibility or liability. None of the
contents of this website may be reproduced
without the consent of Cavelti &
Associates Ltd., except that permission is
granted for normal and limited quotation
if full credit is given to Cavelti &
Associates Ltd. and www.cavelti.com.
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& Associates Ltd. All rights