Executive Summary
Our Beliefs: Managing money on your behalf is a privilege and our clients reserve the right to determine how much, if any at all, of their assets will be managed by the Harris-Lowe Group. Our role is to provide you with the best advice and make available the best solutions we can.
Our Promise To You: Although we cannot guarantee returns or performance by choosing the Private Investment Management Program the Harris-Lowe Group will stay true to the investment strategy you have selected and you will benefit from our ability to execute your chosen strategy in a more timely manner.
Our Goal: One of the key benefits The Harris-Lowe Group envisions is time. The Private Investment Management Program will allow more time for us to speak or meet with you on a regular basis. The Private Investment Management Program will also allow us more time to spend on other key aspects of your financial life such as financial planning, will reviews, estate planning, etc. Our goal with the Private Investment Management Program is to provide you with the level of service you deserve.
The Private Investment Management Program is designed to simplify your relationship with The Harris-Lowe Group. Instead of requiring your permission for every transaction, you will be able to rely on our team to make timely decisions when opportunities arise. Many of our clients are already benefitting from this key feature.
This level of service has been ideal for clients who travel and may not always be available to approve day-to-day investment transactions. Even though technology has made communicating with you easier – it is still not perfect given the fluid nature of investment opportunities. Allowing our team to execute trades according to guidelines in your Investment Policy Statement ensures we will always be able to make timely decisions when opportunities arise.
Discretionary management is the solution to the various challenges we’ve experienced in the past – including significantly reducing the paperwork you receive. Through Private Investment Management, we will handle day-to-day investment decisions on your behalf in accordance to your pre-approved guidelines and investment strategies. As a result, you will not be inundated with transaction confirmations. Instead, you can stay informed of your portfolio activity at your convenience through DS Online or by reviewing your quarterly ‘Comprehensive Review’ report.
In addition to being managed in strict accordance to your Investment Policy Statement, Private Investment Management portfolios are monitored by a dedicated risk management group who ensures diversification and quality. These risk management measures provide added peace of mind and confidence in your investments.
