The typical client we serve are clients that;
- Want the freedom from making day to day investment decisions.
- Want their accounts managed to a disciplined model portfolio that respects their asset allocation needs as outlined in the clients Investment Policy Statement (IPS).
- Are not easily contacted for longer periods of time.
- Have investable assets in the amount that qualify for our program.
- Want the peace of mind that when a decision to buy or sell a security is made it is done immediately with efficiency and at the best price in all their accounts at the same time across the whole platform.
- Want to pay for investment management services as a percent of their assets under management regardless of the amount of transactions in the account. This directly supports my belief that when you succeed we succeed.
Active Wealth Strategy
What is your Active Wealth Strategy? Your situation is constantly changing and so is the environment around you. Our Active Wealth Strategy helps you plan, prepare and achieve your lifetime goals. Your Active Wealth Strategy with us can be as simple as retirement income projections or more complex planning like dealing with estate and taxation issues.
Active Portfolio Management
Since 2012 when Bill obtained the Discretionary Portfolio Managers designation we have been migrating those clients who qualify to the Discretionary Managed Portfolio Platform. We use sophisticated portfolio modeling and trading software to make sure our clients’ portfolios are kept aligned to their chosen asset allocation model. For most of our clients we believe this is the best way to have your investment wealth managed.
What is a discretionary/managed account?
Securities are bought and sold in the clients account without the need for client pre‐approval. Selection, timing, and quantity of securities purchased or sold, are at the discretion of Bill Achtymichuk, Portfolio Manager. Bill will select securities that are appropriate for the client’s asset allocation model, investment objectives and risk tolerance.
To help determine which model is right for you we use the Finametrica Risk Profiling Software to help confirm that the risk tolerance level of our clients is appropriately matched to the correct asset allocation model. Finametrica is considered to be one of the top companies in risk profiling and uses a scientifically designed questionnaire to tease out your true tolerance for risk. More information is available at www.finametrica.com
Feel free to contact us for more information on the Discretionary Managed Portfolio program or to complete your Finametrica Risk Profile.
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