Discretionary Wealth Management

 
Private Investment Management is specifically designed for individuals who expect the highest level of wealth management.
 

This is 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.  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.  As you enjoy greater success in life, your financial affairs will likely become more complex and demand more of your time.  To help you delegate these important responsibilities with confidence, Dupuis Wealth Management specializes in Private Investment Management.

Our clients that benefit from discretionary portfolio management most often:
  • have better things to do with their time than manage their own money
  • love to travel (availability and time zones were issues in managing their money)
  • are busy with their careers (company officers or directors)
  • are doctors or lawyers who understand the value of hiring a specialist
  • are parents, or grandparents, busy with their families that have too many time constraints already
  • are entrepreneurs that need to focus on their business 
  • thought money-management was fun back in the tech-boom but then realized making the decisions was not really that fun
  • are clients who have missed opportunities because we couldnt get in contact with them 
  • like to buy professionalism and quality to meet their most specialized needs
  • believe in following a discipline
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Achieve your goals with confidence

With Private Investment Management, you can be confident that your portfolio will be managed according to the highest standards.  We offer you a completely customized portfolio, designed for you and based on factors such as your growth requirements, income needs and risk tolerance.

Dupuis Wealth Management will handle all the details on an ongoing basis, working within specific guidelines established with you and outlined in your Investment Policy Statement. We are always accountable to these guidelines, which are reviewed at least annually and updated in consultation with you.

Discretionary portfolio management

We are able to take advantage of investment opportunities quickly and efficiently because your approval is not required for every single transaction. A careful process involving strict guidelines, checks and balances, and formal reviews ensures that your portfolio is managed to the highest standards of ethics and professionalism.

The highest credentials at your service

Only a select group of Investment Advisors are able to offer portfolio management services through Private Investment Management.  This is among the highest of credentials an investment professional can achieve.  Rigorous coursework, extensive experience advising clients and substantial assets under administration are all criteria for achieving this designation.

The framework for success

Private Investment Management is built on a foundation of trust and confidence. To ensure that we always act in your best interests, Dupuis Wealth Management follows a meticulous six-step process. This process balances your desire for freedom with your expectation for excellence.

  1. Create your investment policy statement
  2. Build your portfolio
  3. Manage your portfolio
  4. Third-party review and monitoring
  5. Adjusting your investment strategy
  6. Keeping you informed of your progress

Take the next step to Private Investment Management 

If you desire the freedom to pursue your interests, while knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management.