Portfolio Management
Strategy & Implemenation
While you are doing more enjoyable things,
your portfolio will be expertly managed using a tactical asset allocation strategy.
This involves constructing your portfolio around a core component of different asset types selected for their track record of performance and downside protection. When combined, these holdings provide superior risk-adjusted returns than they would individually.
Then, depending on current and projected market conditions, a tactical decision is made to add or subtract other holdings from the portfolio to take advantage of opportunities or protect it against dangers.
You are always in control of what is implemented.
Every recommendation is emailed to you for your authorization - with the right amount of information you need to make a decision.
We ensure that each recommendation is evaluated against competing alternatives seeking to reduce downside risk while optimizing the growth and income characteristics of your accounts. Most importantly, our recommendations will not exceed the boundaries of your investor risk profile and objectives.
ACCOUNT MANAGEMENT
Your account will be a fee-based account where you will clearly see what you are paying for the management of your portfolio.
These accounts will hold fee-based mutual funds, exchange-traded funds and or liquid-alternative funds.
Mutual funds are used primarily as an active strategy to outperform a reference index.
Exchange-traded funds are used primarily as a passive strategy to match a reference index.
Liquid-alternative funds are used to provide access to private equity/fixed-income or alternative strategies not typically available to retail investors.
The management fee is the same regardless of the investment type in your account.
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*In Open Account/Non-registered accounts, the fee may be tax deductible on line 22100 of your tax return.
**Fee-based mutual funds (Series F) have lower management expense ratios (MERs) than retail mutual funds. This is due to the exclusion of embedded trailing commissions from the MER.