Our Active Wealth Solution
The typical clients we serve
Want the freedom from making day to day investment decisions.
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
Are not easily contacted for longer periods of time.
Want their accounts managed to a disciplined model portfolio that respects their asset allocation needs as outlined in the clients' Investment Policy Statement (IPS).
Have investable assets in the amount that qualify for our program.
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 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 modelling 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 a combination of a risk‑tolerance questionnaire and a discussion with the Portfolio Manager.
Contact us