A managed portfolio using no-load mutual funds matched to your investment objectives.
Advantage of using mutual funds for diversification.
Actively Managed through asset allocation.
Low Management Fee - 75 basis points.
II. Discretionary Management
For clients with specific asset or liability management needs or for those who prefer their own tailored portfolios.
- Each portfolio is constructed using the resources of our entire investment team to advise on the most appropriate asset mix.
- Detailed investment guidelines are determined identifying the specific risk and return objectives for that portfolio and the parameters within which the manager will operate.
- The guidelines are actively monitored and appropriate changes are recommended when necessary.
- $1 million minimum portfolio size.
- Annual management fee.
III. Private Client Brokerage Service
- Non-discretionary trading.
- Commissions on transactions vs annual fees.
- Portfolios tailored to individual needs.
- No minimum account size.
- Wide selection of investment products.
- Regular personal contact.
- Education on the investment process and the products.
- Our aim is to match the appropriate securities with our clients' individual investment objectives.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.