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A combination two things differentiates us from other portfolio managers, mutual funds and investment advisors.
Here are the key people involved in managing the portfolios:
With increased market interconnectedness and a dynamic and evolving global economy, we believe active management, as opposed to other philosophies (e.g., buy-and-hold) will provide you the best opportunity for returns and capital preservation in the long term.
We follow a disciplined and repeatable process to choose our top 15-25 ideas for each portfolio. We continuously evaluate:
With your Macquarie account you have secure online access to portfolio changes as they happen through Envoy (our online client resource centre). We also write a monthly report providing an explanation on portfolio activity.
Stay informed on current events via our blog, the Market Monitor
Yes. We offer a variety of ways for you to keep on top of what we’re thinking:
Yes and no.
We set return objectives based on the risk tolerances associated with each portfolio. But returns are just one side of the equation. We also set downside, capital preservation objectives as well.
You can start with as little as $100,000 to invest in a managed portfolio.
We charge a competitive management fee based on the amount of assets you hold with us. These fees cover all costs including trading costs, exchange fees, administration, expenses and portfolio management. We are happy to provide the fee schedule; contact us directly to receive it.
Yes. Our managed portfolios can be held in both RRSP and TFSA accounts as well as non-registered accounts.
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.