At The Wells Bower Gauthier Group we offer the next level of investing. As an accredited portfolio manager we can give you the peace of mind that comes with having a direct connection to the person making the investment decisions in your portfolio.
This gives you more time to pursue your other goals and interests.
Your investment strategy will be designed and managed according to your clearly documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every transaction.
As your portfolio manager we will carefully assess your needs, design an investment strategy based on time tested investment methodologies and industry leading research, and create a portfolio designed to promote your best interests every step of the way.