You have your own dreams and ambitions in life. You might be building a successful career or business, pursuing your personal interests, or enjoying your retirement lifestyle.

As you pursue your goals, you may discover that you have less and less time to focus on important matters such as the management of your wealth. Indeed, as you enjoy greater success in life, your financial affairs will likely become more complex and demand more of your time.

Yet you have other interests and responsibilities that you would rather pursue. You need professional wealth management that enables you to focus on what’s important to you. You need someone you can trust who will make important decisions on your behalf, and manage all aspects of your investment portfolio, while you get on with your life.

To help you delegate these important responsibilities with confidence, we are pleased to offer our premium level of discretionary wealth management, available exclusively to our private clients with portfolios exceeding $500,000. It is designed to free you from the day-to-day details of managing your wealth, so you can pursue your own personal and professional goals.


With Private Investment Management, you can be confident that your portfolio will be managed according to the highest standards.

Private Investment Management offers you a completely customized portfolio, designed for you by your personal Portfolio Manager. Your individual portfolio is built from the ground up based on factors such as your growth requirements, income needs and risk tolerance. Furthermore, you hold segregated securities in your portfolio—providing you with greater flexibility in how your portfolio is structured.

Your Portfolio Manager will handle all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement. Your Portfolio Manager is always accountable to these guidelines, which are reviewed at least annually and updated in consultation with you. In addition, an extensive team of professionals supports your Portfolio Manager with:

■ Investment strategy and research
■ Recommendations on portfolio composition
■ Reviews of your account


■ The Highest Credentials at Your Service: Only a select group of our Investment Advisors can offer you portfolio management services through Private Investment Management. Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.
■ Direct Access to Your Portfolio Manager: 
Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to sit down with your Portfolio Manager and discuss your needs one-on-one. Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.
■ Our Meticulous Nine-Step Process: To ensure that we always act in your best interests, your Portfolio Manager follows a meticulous nine-step process. This process balances your desire for freedom with your expectation for excellence.  Click here to learn more about our process.

Private Investment Management could be ideal if you:

■ Desire superior, personalized service and direct access to a professional Portfolio Manager
■ Want freedom from making daily investment decisions
■ Seek a disciplined approach to professional wealth management

To learn more about Private Investment Management, please contact us.