Perhaps you already own a handful of mutual funds and stocks designed to build the financial future of your dreams, but you're dissatisfied. When you look over your portfolio, you notice your portfolio isn't exactly in line with your expectations - both in terms of performance and in terms of your long-range financial goals. You'd like to take your portfolio to the next level, but you don't know how. It sounds like managed money could be exactly what you're looking for.
As most of our clients already know, managed money is an investment concept we believe in strongly. Simply put, managed money portfolios are the next step in the evolution of your portfolio. They offer you more of the things you want from your investments - customization, expertise and peace of mind - and less of the things you don't want - hassles, anxiety and expenses. Allow us to explain some of these benefits a little further.
Managed money portfolios offer you an efficient way to ensure your assets remain optimally allocated at all times. Most managed money programs offer cost-effective diversification opportunities and allow you to spread your money in different investments according to your exact needs. This ensures you enjoy the balance of risk and reward that works for you at all times.
The professionals overseeing managed money accounts are the elite of the investment world. Because they are often compensated on a performance basis (the more money they make for investors, the more money they make for themselves), the talent pool in managed money tends to be superior to that in mutual funds, giving you access to the best of the best. Their ongoing attention and investment assessments can take your portfolio to the next level while you sleep soundly, knowing your portfolio is in good hands.
Managed money is the ultimate hassle-free way to invest. Consolidated performance reports make it easy to keep up-to-date on your progress - you'll always know where you stand. And a single flat fee (which is often tax-deductible) ensures you'll always get the advice you need without worrying about unnecessary trades.
One way to move into the arena of managed money is through the BMO Nesbitt Burns Architect Program. This program offers a disciplined process of growing your assets through proactive, consistent performance and offers exposure to some of the best money managers in the business.
You pay only a single flat fee, and gain access to a more efficient and effective way to invest.
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Dennis Rawson Wealth Advisory Group