Discretionary investing is when you leave the day-to-day buying and selling to a trusted advisor.
With discretionary investment management, portfolio managers make investment decisions on your behalf including analyzing, researching, selecting, buying, and selling high-quality securities, saving you valuable time, effort and the stress of making the right decisions.
You get a tailored, professionally managed portfolio with exclusive access to actively managed pooled funds that offer diversification benefits—and you get all of this with no hidden fees.
What to expect with discretionary investment management.
Personalized needs analysis.
Our portfolio managers work with you to devise a personalized investment plan revolving around your financial goals and individual circumstances.
Formalize investment policy.
Preferred strategies and conditions for investing are captured in a signed investment policy statement. Then, you hand over the reins to your portfolio manager.
Leave the day-to-day to us.
From here on, you’ll be completely hands-off as your portfolio manager brings their expertise to the table, handling transactions on your behalf and managing your portfolio. All the while bound by the fiduciary duty to put your priorities first.
Progress and reviews.
Set up performance reviews at a frequency that suits you—quarterly, monthly, or yearly. Your portfolio manager will also keep you up to date on changes in the market, economy or other factors they are considering for your investments.
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