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Service
Investment management
Discretionary portfolios built on a documented asset allocation framework.
Minimum engagement: $5.0M in assets
What this covers
Discretionary management of your portfolio against a written investment policy. We implement, monitor, and rebalance; you receive regular reports and a named contact for every question.
Approach
Portfolios are constructed from a documented asset allocation framework that maps each client’s objectives and constraints to one of four risk profiles: Conservative, Balanced, Growth, and Equity tilt. Each profile has published expected return and volatility assumptions, reviewed quarterly by the investment committee.
What you receive
- A portfolio implemented in custody in your name
- A written investment policy statement
- Quarterly performance and attribution reporting
- An annual review with your wealth planner and investment counsel
Minimum
USD 5,000,000 in investable assets.
Figures are illustrative. This page is not investment advice.