DISCRETIONARY PORTFOLIO MANAGEMENT

Wealth management expertise with a focus on capital preservation and risk management

With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect wealth. 

Our Private Investment Management (PIM) program combines institutional-style portfolio management with the undivided attention of a dedicated Portfolio Manager to deliver tailor-made solutions  that reflect your financial goals and priorities – today and for future generations.

Key Features

  • Multiple strategies and tactics coordinated to achieve your unique goals and objectives

  • Asset allocation that incorporates traditional and alternative asset classes

  • Focus on wealth planning that aligns your investments with your overall financial objectives

Client Benefits

  • Access to a wide selection of investment mandates covering a spectrum of asset classes, investment styles and strategies

  • Direct ownership of securities that allow for tax efficient solutions

  • Freedom from day to day investment decisions as the mandates are discretionary

  • Predictable and transparent monthly management fee

  • Consolidated Quarterly Performance Reporting and Year End Fee Summary

  • Management fees may be tax deductible for non-registered accounts

 


 

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