Wise investment leadership

Depending on your needs, we can provide investment advisory services to you through two different modes.

Managed Money. Many clients prefer to have their assets handled by leading money managers from around the world. The Macquarie Integrated Managed Account (IMA) is an exceptional managed money platform that provides you with access to top tier portfolio managers who would traditionally be available only to institutions and very high net worth families. IMA also provides us with the "open architecture" freedom necessary to create a portfolio of money managers that is truly customized to meet your financial needs and goals. In addition, IMA provides manager selection and monitoring assistance so when one manager is underperforming in a certain area, we can swiftly replace him or her with a better performing manager in that same area.

Alternatively, some clients have long-term wealth management platforms based upon our own combinations of the very best mutual funds, Exchange Traded Funds (ETFs) or hedge funds. We select the finest managers with the best track records of yielding good returns and combine them in a way that ensures their investment styles will complement each other.

Stock Selection. You may prefer to follow a traditional transactional model through which we perform stock selection services and invest in mutual funds, fixed income products, managed products, structured products, trust units, and more to construct a balanced portfolio designed to weather any market climate.

High potential positions, managed correctly and in the appropriate balance with managed funds, can give your portfolio desirable growth momentum. Before investing, we track the management teams at local companies very closely, maintain a close relationship with their people, get to understand their business intimately, and determine whether they have a unique and proprietary offering that will give them an edge in the marketplace.

 

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.