Portfolio Strategy Development

In order to develop the appropriate portfolio strategy, our portfolio management process entails a series of steps:

• We initiate a comprehensive review to fully understand your circumstances, overall priorities, level of investment knowledge, time horizon, tax situation, attitude toward risk, return objectives and any other special considerations.
• We review the suitability of different asset classes, define realistic outcomes and recommend potential asset mix combinations.
• Through this process, we take into account your overall assets, including all liquid investments and any other assets, as well as income requirements.
• We then jointly set strategic goals and investment objectives in an agreed upon investment policy, which determines the mandate under which your portfolio will be managed.

In summary, the initial steps in the portfolio management process allow us to set a strategic asset allocation between equities and fixed income, which may change from time to time as necessary. This is to ensure that your overall investment objectives are met and that risk is mitigated.