Invesco Trimark Ltd. (Toronto, Ontario)

Invesco Trimark provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invesco Trimark: assets under management

The assets under management (AUM) of Invesco Trimark Ltd. is $21.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $268.1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invesco Trimark Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Invesco Trimark Ltd.

Philip Alexander Taylor has been acting as President since 1 Aug 2000. Graham Stewart Anderson has served as the Chief Investment Officer since 1 Mar 2008. Eric Jeffrey Adelson joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Toronto, Ontario

The principal office where Invesco Trimark Ltd. performs its advisory services is located at 5140 Yonge Street, Toronto, Ontario, M2 N 6 X7, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 1-800-874-6275 or by fax 1-800-631-7008. The normal business hours are 8:00 a.m. - 6:00 p.m. eastern standard time on Monday - Friday. You can find more information about the New York firm at www.invescotrimark.com.

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