We believe investment management expertise alone is not enough. We bring together our investment management expertise with the other areas of expertise, like financial planning or insurance, that are relevant to your individual needs. As a result, we can create a tailored investment plan that is integrated with your wealth plan.
You will benefit from a tailored investment policy statement (IPS) that you will build with your portfolio manager. Your portfolio manager will review this living document with you regularly and they will update it as your priorities and life circumstances evolve. In addition, you will be able to track your progress through our industry-leading digital reporting tools.
Discretionary Portfolio Management
As a client, you will benefit from building a relationship with one of our dedicated portfolio managers. Our portfolio managers are highly accredited investment professionals with a CFA or CIM designation. Our portfolio managers have your best interest in mind and are held to the highest ethical standard.
In addition, our Investment Management Committee (IMC) is comprised of our most experienced portfolio managers. It meets monthly to develop a collective outlook for the markets and to determine the corresponding asset allocation and security selection decisions for your portfolios. This process ensures the investment decisions reflected in your portfolios consistently reflect the best thinking of our entire team.