Understand how core capital is typically structured, why many portfolios are designed to stay close to the market, and how that design shapes long-term results.
See how changing risk conditions require deliberate positioning, not autopilot allocation, and why balanced risk does not mean passive management.
Learn how active allocation within balanced guardrails is used to position capital intentionally, pursue excess return, and remain disciplined across market cycles.
At MLD Wealth, we work with entrepreneurs, executives, and families who want more than basic portfolio management. We provide institutional-calibre investment oversight, access to carefully selected alternative opportunities, and fully integrated wealth planning designed to protect and grow capital over time.
Our advice is objective and aligned with your goals. We focus on disciplined allocation, thoughtful risk management, and seamless coordination with your broader advisory team. The result is a structured, intentional strategy built to evolve with your life and your wealth.
At the centre of every serious wealth strategy sits core capital.
MLD Core is our actively managed balanced mandate designed to anchor that capital with discipline, structure, and intentional positioning.
Balanced by guardrails.
Active by design.
Positioned with discipline.
INVESTMENT LEADERSHIP
FOUNDER & SENIOR PORTFOLIO MANAGER
Chad Larson is the Founder and Senior Portfolio Manager of MLD Wealth, bringing over 20 years of experience in portfolio management, investment strategy, and wealth leadership.
Consistently ranked among Canada’s Top Advisors, Chad is a Two-Time Nominee for Discretionary Portfolio Manager of the Year and has been recognized for excellence in alternative investing, client outcomes, and industry leadership.
