When it comes to investing, managing risk is key. That is why we are pleased to offer our own Managed Portfolios. Our portfolios are constructed using 6 different risk models to appeal to various risk appetites. Our portfolios have been custom built by a team of highly qualified third-party investment professionals, including Chartered Financial Analysts (CFA) and Registered Portfolio Managers. This due diligence process has been undertaken to ensure that your risk experience is consistent overtime.
We offer 2 distinct offerings comprised of some of the best in-class third party investments: Actively Managed Portfolios & Exchange-Traded Fund Portfolios (ETFs).
Actively Managed Portfolios
Our Actively Managed Portfolios offer investors active management through leading mutual fund and hedge fund managers at a much lower cost for the average retail investor.
ETF Portfolios
Our ETF Portfolios offer the low-cost benefits of Exchange-Traded Funds (ETFs) to those investors who prefer passive investing (also known as indexing) over active management.
Lower, Tax-Efficient Fees
Investment costs do make a difference. The lower your costs, the easier it becomes to achieve your financial goals. That's why we have built our portfolios to offer the lowest costs possible to our clients. In addition, our Managed Portfolio program is built so that your investment fees can often be tax-deductible, leading to further savings for you.
Automatic Rebalancing
No two asset classes will perform identically. For this reason it is important to manage those fluctuations by rebalancing each asset class back to its targeted allocation for the overall portfolio. Our portfolios adhere to a strict asset allocation policy and are rebalanced systematically so you don't have to worry. This also provides a disciplined method of "buying low and selling high".
For a complimentary comparison of your existing portfolio, or to learn more about our managed portfolios, please contact David Mason.
