Discretionary investment management ensures that your portfolio will be managed according to the highest standards and robust investment management guidelines, allowing you the freedom from the day-to-day details of managing your wealth.
Our disciplined six-step process
To take advantage of investment opportunities quickly and efficiently and balance your desire for freedom with your expectation for excellence, we follow a disciplined six step process:
1. Creating your investment policy statement
We work with you to develop an investment policy statement, a written document that takes into account your unique needs, investing time horizon, tolerance for risk and more.
2. Building your portfolio
Based on your ideal asset-allocation model, we will select an appropriate combination of investments for your portfolio. Virtually every type of investment is available to meet your needs.
3. Managing your portfolio
We will make day-to-day investment decisions on your behalf to respond to and anticipate the changing market and economic landscape within the guidelines established in your investment policy statement.
4. Third-party review and monitoring
An independent risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your investment policy statement.
5. Adjusting your investment strategy
We will also meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
6. Keeping you informed of your progress
You will receive a monthly account statement that details the activity in your portfolio and provides the current market value of all your positions.