Leverage our client service and global investment expertise
Account types for any goal
Save for retirement. Diversify. Grow your wealth. Generate income.
How Model Portfolios Work
We manage each client account based on corresponding model portfolios, which are notional allocations of securities. Once the client mandate has been established, we construct a portfolio of securities based on the applicable investment model(s) selected to guide the investments for the client’s account(s). Generally, client portfolios will effectively mirror the holdings of the applicable model but may account for client-specific factors such as income requirements, tax-related considerations and investment requests or restrictions specified by the client. A particular client account’s holdings and weightings may also deviate from the model as a result of the composition of the client account and cash available to purchase new positions and/or market forces which impact whether specific securities will be purchased, sold, or held for a client account from time to time.
Transparent Portfolio Reporting
We keep our clients informed through regular contact, including quarterly portfolio statements and market letters. Regular direct access to portfolio managers is encouraged to ensure we are informed of changes to clients’ financial circumstances.
Clients receive a comprehensive quarterly statement detailing all current positions and each transaction during the period. An in-depth quarterly letter discusses our market outlook and significant portfolio holdings. Annual tax reporting includes all income, capital gains/losses and portfolio expenses during the year.