Investment Counselling Program
Our Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates. The portfolio managers and investment mandates in this program are carefully selected to ensure they deliver the best-in-class opportunities for our clients. Our portfolio managers handle all tactical decisions related to your investments so you can focus on activities other than market research and day-to-day investment decision-making. Working closely with you, we customize the ICP to fit your financial needs, goals, and risk tolerance.
Features
- Access to a proven institutional investment management approach
- Access to globally renowned portfolio managers
- A consultative process that customizes the ICP to your financial needs and goals
- Set asset-based fee that aligns your portfolio’s performance with your Investment Advisor’s compensation.
Benefits
- Direct ownership eliminates hidden or embedded capital gains
- Greater transparency and flexibility than investing in mutual funds
- Detailed monthly statements and quarterly consolidated statements
- Coordinated thinking across all aspects of your financial life
