Managed money

 

Most clients prefer steady, predictable rates of return and wish to reduce their vulnerability to market downturns while obtaining the greatest value at the lowest cost. We believe large wrap programs are usually the best vehicles to achieve this, as they offer wide diversification, added value and bulk rates. The best wrap programs give you access to the world’s finest money managers, who are diligently monitored through active analysis. These programs offset several different management styles for further protection, and are extremely stable as trillions of dollars stand behind them.

Macquarie Advised Portfolios is a platform through which I work with many of my clients. Advised Portfolios  enable me to make unlimited transactions and all fees are tax deductible*. I also use Sovereign, a managed money platform from Russell Investments, and David Burrows’ Lakeview Funds™. With their systematic approach that minimizes emotion and focuses on a few select stocks, Lakeview Funds manage risk and capture opportunity by looking at the full picture. This team considers 100% of the factors affecting your investments. They don’t buy and hold and hope for the best. They analyze, buy, monitor, and sell when necessary to offer you portfolios based on the best leadership opportunities available.
 

The Macquarie Advised Portfolio Platform

The most successful partners are those who share a common goal.

The Macquarie Advised Portfolio Platform is a convenient and powerful investment platform that delivers the functionality and flexibility of a full-service brokerage account for a single, asset-based fee. Advised Portfolios allow you and your Investment Advisor to focus solely on the enhancement of your portfolio and the achievement of your financial objectives.

Full service

Advised Portfolios provide all the benefits and features of traditional investment dealer brokerage accounts. You receive the expert financial counsel of your qualified Macquarie Private Wealth Investment Advisor, a full spectrum of investment products and solutions, and access to Macquarie Private Wealth's award-winning research resources.

Competitive asset-based fee

Rather than paying a brokerage commission each and every time your portfolio requires maintenance, the Advised Portfolio Account lets you pay a single, competitive fee based on the asset balance in your portfolio.

Aligned goals

Managing your investment portfolio through a fee-based relationship aligns the fees you pay more closely with the regular advice and service you receive from your Macquarie Private Wealth Investment Advisor. It establishes a shared goal — the overall enhancement of your portfolio and achievement of your financial objectives. Fee-based investing allows you to focus solely on what is right for you and your portfolio rather than the costs of individual transactions.

Added value

Plus, there are added benefits:

  • Envoy – 24/7 Internet access to account information, market data, news and investment research.
  • No annual RRSP/RRIF administration charges for registered Advised Portfolio accounts that maintain a minimum balance of $100,000
  • Fees used to pay for the management of non-registered investments may be fully tax deductible.
      

David Burrows is President of Barometer and Portfolio Advisor to Lakeview Funds. Lakeview Funds are a connected issuer of Macquarie Private Wealth Inc. (“MPW”).

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.

Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.