Managed Portfolio Program
Sophisticated solutions delivered simply.
The Managed Portfolio Program lifts the burden of daily transactions from your shoulders. Your Investment Advisor, approved by Wellington West Capital Inc. and registered at the IDA as either a Portfolio Manager or Associate Portfolio Manager, will manage your portfolio on a discretionary basis, taking care of day-to-day investment decisions and administration.
The discovery process, inherent to all of Wellington West’s investment management solutions, is essential to the Managed Portfolio Program. Your Investment Advisor will work with you to identify and prioritize your short- and long-term goals, your tolerance for risk and any specific requirements you have for your portfolio.
There are no trading commissions. Fees are charged as a percentage of assets under management and are collected quarterly in arrears. Investment management fees may be tax deductible for non-registered accounts and for Individual Pension Plans. Confirm your situation with your tax advisor.
Key Benefits of the Managed Portfolio Program:
- Your portfolio is managed under the terms of your Investment Policy Statement and with full accountability to you.
- You have access to a variety of investment solutions
- There will no longer be the need to discuss with your Investment Advisor each individual transaction. This means you will have more time to pursue your interests and your Investment Advisor will be able to act in a timely manner to efficiently manage your portfolio in the context of market conditions and your unique requirements.
- You will receive a comprehensive quarterly report that will provide you with a detailed understanding of your portfolio that includes performance, transactions and holdings. In the interim, you receive a monthly account statement and will have online access so that you can view your portfolio at any time.
- You have direct access to your advisor and your advisor will arrange periodic meetings to review your objectives, strategies and performance, and make adjustments as necessary.
Contact your Investment Advisor today to discuss a customized investment management solution – specifically designed and tailored for you.