If wealth management is a puzzle of many pieces, then investment is only one.
We put the pieces together. That’s total wealth management.
Wealth planning is a current and evolving 360-degree comprehensive analysis of your financial life in a long-term context. Often overlooked considerations include tax efficiency, retirement planning, wealth transfer, and insurance*, among many others.
This level of analysis combined with our effective portfolio management provides sound opportunities to create, build, and protect your personal wealth – for yourself and future generations.
Your goals, timeline, and comfort level are crucial factors in the design of your investment plan. Your plan is fully documented, transparent, and measurable. After we understand what you want your money to do for you and your family, we work hard every day to that end.
Helping you achieve your goals is our passion.
*Insurance products provided through Hollis Insurance
Private Portfolio Management
Because a Portfolio Manager has discretionary power, it allows him or her to nimbly re-balance your assets as required. To quickly and effectively take advantage of market opportunities or to protect your capital, reaction speed is critical. This is where you benefit from having your very own independent and private Portfolio Manager.
Completely transparent, our fees are based on a modest percentage of the assets we administer on your behalf. Since our compensation is tied to how we make your investments grow, we’re motivated to produce great returns for you.
So our investment team meets like clockwork to assess the fit between current/long-term market trends and your investments.
Your success is our success. It’s that simple.
How we do it
Our multi-disciplinary investment committee meets weekly, monthly, and quarterly to assess trends. We reach beyond standard data sources by subscribing to some of the best research obtainable. Following disciplined, repeatable processes to evaluate and analyze that data, our team of professionals and strategists are able to pick out meaningful signals which provide the insight that fuels our recommendations. Combined with these in-depth studies and research, as Portfolio Managers, we leverage advanced allocation strategies:
STRATEGIC: Based on your goals, comfort level with risk, and timelines, together we determine what % of your money to invest in different asset classes. When these asset classes generate returns, we re-distribute the gains to ensure your portfolio maintains its allocations in the established ranges.
TACTICAL: Because Portfolio Managers work with ranges, let’s say for Stocks yours is 30% – 50%, we have the flexibility to push against the upper/lower range limits to take advantage of current market situations to generate short-term profits.
The outcome is consistent results over the long term.
Keeping Your Plan on Track
In our book, “No news” is not good news.
That’s why we reach out to you several times per year depending upon the complexity of your situation. Stressed for time? No problem. We will schedule phone conferences for summarized or comprehensive reviews, whichever suits your needs and preferences. For detailed updates, whether in person or over the phone, we’ll email you an agenda beforehand so you have enough time to think about additional questions and concerns.
ACCOUNT STATEMENTS: We want you to know exactly where you stand. All of our reports are designed to be very reader-friendly, with exact descriptions of your positions and details of transactions. In one quick look at your statement of account, you’ll know exactly how much your portfolio has grown and what our fees were.
EXCEPTIONAL CLIENT SERVICE: A team member is accessible almost 12 of every 24 hour business day to answer your questions and receive your requests. Our dedicated and attentive administrative staff will diligently communicate to keep you updated on any transactions in process up to their completion.
“Investors who work with advisors for 15 years or more accumulate 3.9 times more than comparable investors without advice.”
SOURCE: The Investment Funds Institute of Canada (IFIC)