Managed Portfolio Account - Discretionary Portfolio Management
Sophisticated wealth management made truly personal
A Managed Portfolio Account (MPA) is a portfolio where the team executes the day-to-day investment decisions in accordance with the your Investment Policy Statement (IPS)
As your Portfolio Managers, we construct and manage tailor-made portfolio, selecting the securities in keeping with your goals and objectives
You directly own holdings in the account and we manage it on a discretionary basis, allowing us the flexibility to select unique investments, recommend trading strategies, address issues such as tax efficiency, and quickly take advantage of changes in the market on your behalf
Competitive fees that may be tax-deductible for non-registered portfolios
Meridian Program
Non-discretionary fee-based advisory account
Offers the benefits of the team's full-service investing advice for one all-inclusive fee
Competitive fees that may be tax-deductible for non-registered accounts
Architect Program
The Architect Program is the next evolution in unified managed accounts – the Unified Investment Account
One master account with managed and non-managed components (sleeves)
Tax aware – managed sleeves of the account can generate tax losses to offset gains at year-end
Consolidated statement shows overall portfolio performance, as well as performance for each individual sleeve
Simplicity – one account, one fee, one set of documents, one statement
Offers a customized investment solution across a variety of asset classes and investment styles
Highly diversified – multiple investment products provide the ability to create strategically diversified portfolios
Fees may be tax-deductible for non-registered portfolios