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.
III. Private Client Brokerage Service
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.
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.
