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Perspectives. Cavelti & Associates

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Peter Cavelti's
business background spans more than 45 years and four continents.
About Peter Cavelti

 

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Melissa Cavelti, CFA, has spent nearly two decades in the field of investment analysis and research, supervising  highly successful portfolio   management groups at major banks. About Melissa Cavelti

 

Cavelti's Research has been published internationally.
Click here to access it.

 

Cavelti's Books.
Peter Cavelti is the author of several  books and countless essays that have been internationally published. Check out details.


 

 

 



 

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 45 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 opportunity;
  • 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 nearly 20 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 teams.

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 calconsult@cavelti.com.

We look forward to hearing from you!

With kind regards,

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Peter Cavelti

 

 

 

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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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