My Investment Philosophy
Wealth Management is about more than just investment, retirement or estate planning. It involves comprehensive planning for building, managing and preserving wealth so that you can achieve your family’s personal and financial goals.
In order to protect your wealth and achieve your investment requirements, I will make a portfolio recommendation based upon a complete understanding of your financial needs. My focus is on generating superior long-term returns while minimizing risk. This is accomplished through a diversified portfolio, timely asset allocation and careful monitoring to determine when changes need to be made.Top
My Investment Approach
Today, many clients are considering the benefits of turning to a professional money manager to invest their assets. The time-tested concepts behind managed account programs, such as establishing a long-term asset mix strategy and implementing portfolio and volatility risk controls have never been more important than they are in today’s environment.
Your long-term asset mix is a key determinant in your overall portfolio performance. By investing in both equities and fixed income securities, you may be more insulated from equity market volatility since these asset classes are not highly correlated which means that one tends to be performing well whether the other is not.
As a Portfolio Manager, I specialize in designing Global Equity Portfolios. I work closely with my clients to formulate a customized investment strategy designed to help improve portfolio returns, while striving to keep risk at an acceptable level. Whether my clients are conservative investors, or growth oriented investors, I will design an investment strategy to fit their specific needs.Top
Customized Investment Policy Statement
One of the most important aspects of the BMO Nesbitt Burns Managed Portfolio Account is the development of an Investment Policy Statement. This written policy is drafted and agreed upon by you and myself. It explicitly states the long-term policy and management guidelines for your BMO Nesbitt Burns Managed Portfolio Account. Your policy statement is unique —reflecting your individual needs — and will guide all decisions made for your account.
With the Investment Policy Statement as a guide and the ability to act on your behalf, I can take advantage of market opportunities immediately as they arise. As a result, investments in your account can be managed efficiently.Top
Global Equity Portfolios
I specialize in constructing global equity portfolios whose returns closely reflect those of the MSCI (Morgan Stanley Capital International Inc.) World Index. You can rest assured that your investments consist of companies that I believe have potentially strong growth opportunities.Top
Managed Portfolio Account
BMO Nesbitt Burns Managed Portfolio Account provides the highest degree
of service in discretionary money management. Investment decisions are
based on your personal objectives, which you establish upon initial
account opening and update as required.
If my investment approach appeals to you, contact me today to find out more.