Asset Management
Determining your objectives
Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets
Helping you choose your optimal asset mix
There are literally hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals
Assisting you create a strategic asset allocation plan (SAAP) and tactical asset allocation plan (TAAP)
Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix
Building your portfolio
​With DIY investing, anyone can open a discount brokerage account and start buying assets. However, this approach may not be the most effective for long-term wealth. We'll use the agreed allocation mix to build a results-focused portfolio of investments that aligns with your financial objectives
Managing and monitoring the portfolio
Unless you have the time and patience to dedicate to portfolio management, it can’t be done effectively. We know you have other things to do – such as living your life, so we’ll watch over the portfolio for you, making sure it never strays from delivering the objectives you desire
Measuring performance
We track the performance of your assets under our care, and constantly measure how they are performing against industry recognized benchmarks
Managing risk
Our Asset Management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them
Reviewing, reporting, recommending changes and revisions to the strategy
Our Asset Management service emphasizes ongoing communication and collaboration. Regular reports and conversations ensure your asset management plans are continually reviewed and updated to align with your evolving circumstances
Why Asset Management Is Important
Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even if you do have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.