Discretionary Portfolio Management
A fiduciary is a person or organization that is bound legally and ethically to act in their client’s best interest. Discretionary management establishes a fiduciary relationship between you and your accredited Portfolio Manager with The Sutton Thiessen Stiver Wealth Group. The Portfolio Management Team makes informed investment decisions guided by your Investment Policy Statement which clearly documents your specific needs, goals, and tolerance for risk. With your portfolio managed by a dedicated team you trust, you will have the peace of mind that comes from knowing that your Portfolio Manager is backed by the extensive knowledge and resources of the BMO Financial Group.
Client-directed Asset Management
The traditional relationship model between clients and advisors is the “talk first, act second” approach to managing money. Our group works with you directly to design and build a portfolio while still communicating on all investment decisions. Before any transactions take place there is a formal conversation with you and a member of our team on what to buy, sell or hold. Transactions are only executed after the investment strategy is clarified and agreed upon. This approach is designed for clients that have a keen interest to be involved in the process of managing and developing a portfolio.