Introduction

Successful athletes and entertainers are often wealthy people. They can achieve levels of earning power that even the most accomplished business professionals don’t achieve until their 50′s or 60′s, yet they maintain it over a relatively short period of time. Managing and investing money is a formidable task. It’s even tougher for an athlete who may be relatively young, unfamiliar with financial matters, and also dealing with an extremely demanding career. If athletes make wise financial decisions early in their careers they can begin to lay the foundation for financial comfort to last through their retirement years, not just their playing days. The Sports Group at Wickham Investment Counsel provides advice, education, and the assistance athletes need to handle the investment issues unique to their special circumstances. We are dedicated exclusively to providing specialized investment management to wisely oversee and build the athlete’s wealth. We take a lifetime approach and help athletes and their families realize their goals while they are young, and stay on track after their career is over.

The Team Approach

At the heart of The Sports Group is a team who understands the world of sports and how to help clients who are young and whose peak earning years may be short. We are familiar with salaries that can change drastically with each new contract, the sudden change due to an injury or trade, and the strong need for discretion and confidentiality. As team players we are pleased to work with athletes and their families, agents, attorneys, accountants, and any other advisors. Just as agents specialize in negotiating contracts, attorneys in legal matters, and accountants in handling taxes, The Sports Group focuses on their specialty, helping athletes deal with investing issues that are unique to their special circumstances. Clients of The Sports Group benefit from the same expertise and investing disciplines we use to manage large institutional accounts, which are generally not accessible to individual investors.

Excellence in Management

Our mission revolves around building prudent and conservative investment portfolios tailored to each athlete’s specific needs. We undertake an extensive review of return objectives, tolerance for risk, tax situations, and future capital and income requirements. We carefully and formally establish a personalized investment policy that meets the needs of each individual athlete, and continuously manage the portfolio within the parameters of the established policy. No investment management process will be satisfactory if it is not based on a thorough understanding of the unique requirements of each individual client. Our athletes are served directly by a senior officer of the firm, and we believe courteous and responsive service towards all our clients is integral to meeting their needs. Our style has provided a successful formula for asset accumulation and long term capital growth for athletes, entertainers, and other high profile individuals. As the portfolio grows in value and establishes a strong base, we can work together and add complementary styles of investing. Our program provides tax sensitive professional management at the elite level. Working with the athlete we design a customized portfolio matched to the individual and their family’s needs. The Sports Group helps them achieve a balance between spending and saving so they can achieve the lifestyle they want now, as well as in the years ahead.

Keeping You Up-To-Date

All clients will receive a simple, easy to read monthly statement showing what they own in the portfolio, how their money is allocated, their deposits and withdraws, what the account is worth, and other important market and account information. Clients of The Sports Group can contact us at any time with questions about their account or statement and we will work out a schedule of periodic meetings wherever they may be. We are always available to handle the investment needs that arise from changing circumstances, be it a new contract, a trade or injury, a move, marriage, new addition to the family, or any other significant change in the athlete’s life. We will respond quickly and will work closely with them to reshape the investment plan. a balance between spending and saving so they can achieve the lifestyle they want now, as well as in the years ahead.

My Commitment

We provide up-scale wealth management strategies and advisory services including financial planning, accounting and tax preparation, cash and investment management and income collecting and business management to athletes and other celebrity high net worth individuals. We are committed to offering our clients an extraordinary and unparalleled service. The cost to enter The Sports Group at Wickham Investment Counsel is a tax deductible 1% of assets under management. There is no additional cost and the fee decreases as the client account grows. We offer elite, unbiased securities management counsel together with third party safekeeping and custodial services through one of North America’s largest institutions, the Toronto Dominion Bank. It is through this affiliation that we can offer our athletes, entertainers, and other high profile individuals a full range of products and services, including: global private banking, life and disability insurance, preferred rates on mortgages and loans, electronic bill payments and fund transfers, credit cards, and other cross-border programs and packages. At Wickham Investment Counsel our commitment to you is life long. We’ll always be there.