I. Managed Mutual Funds
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.
