The freedom to live the life you want

If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider our premium level of discretionary wealth management.

Busy professionals and executives, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. Whether you are investing for yourself, a foundation or a business, you may find that the expertise required to make investment decisions can be time-consuming and complex.

How it works

By delegating your investment management to an accredited portfolio manager, who works within your specific investment preferences, constraints and risk tolerance, you can free yourself from and still be confident that your investment plan is on track. Because your approval is not required for every single transaction, we can make time-sensitive decisions quickly, helping you get closer to your investment objectives and freeing you from the burden of daily portfolio decisions.

A dedicated portfolio manager to serve you

You can be confident in the management of your wealth, because only experienced investment advisors who have met strict industry-wide qualifications for education, assets under management and investment experience are licensed to provide this level of discretionary investment management.

Investment policy statements capture your needs

The Investment Policy Statement is your specific mandate that details all your objectives, goals and constraints in managing your portfolio. You can think of it as the charter or master plan that we create to manage your portfolio.

Essential standards for quality and oversight

Every portfolio we build is based on core asset quality requirements that set the standards for security concentration, industry and sector diversification, market capitalization and credit quality. Our access to innovative investment platforms allows us to bring together multiple asset classes into a single, unified portfolio that fits your unique needs, and provides access to some of the world’s leading investment managers. Portfolio Implementation and Risk Monitoring groups monitor the portfolio for alignment with our investment management guidelines and the preferences, constraints and other unique directives set out in your customized Investment Policy Statement. With coordinated dedication and hard work, we take care of your portfolio and help you move closer towards your achieving financial goals.

Want to learn more about Private Investment Management and our innovative A+ Portfolios? Reach out to us today.