Why Discretionary Portfolio Management
Apex Private Wealth Counsel has completed the demanding educational, experiential and organizational requirements to be approved as Portfolio Managers. This approach to wealth management provides the most significant benefits to our clients. Our Portfolio Managers are held to the highest standard, we have a duty to act with care, integrity and honesty while proceeding in good faith while always maintaining the client’s best interest.
KYC and Suitability
Our advisors collect as much information as possible about your personal situation, your time horizon, your investment goals and objective as well as your personal relationship with money, capacity for risk and risk tolerance, which make up your risk profile. We use this to tailor your investments to your unique circumstances and draft your investment policy statement to set you on a path for success.
An investment policy statement (IPS) is a document drafted between a Portfolio Manager and the client. The IPS also describes the specific strategies, such as asset allocation, risk profile and liquidity requirements that the manager should utilize to meet the client’s objectives.
Discretionary Management Timing
As Portfolio Managers, Apex Private Wealth Counsel is typically given discretionary authority to make investment decisions without getting prior approval for each transaction. Therefore, we’re able to respond very quickly and efficiently to economic and market changes, and to capitalize on tactical opportunities.
Transparency Understood
With our simplified tiered fee schedule and reporting process, emphasis is placed on clarity and transparency. Our clients gain comfort from being able to understand and see both the costs of our services and the results of our efforts.
A Broader Range of Asset Classes
Traditionally, investors only had access to 3 main asset classes, equities (stocks), fixed income (bonds) and cash (money market instruments). As Portfolio Managers, Apex Private Wealth Counsel specialize in high-level investment strategies and a much wider range of asset classes and alternative investments that were once only available to pension funds and high net worth investors. Investors enjoy truly diversified investment portfolios, with an asset mix that is expected to enhance returns and reduce volatility inside a discretionary account.
Tax Deductibility of fees
When your fees are charged on your non-registered portfolio’s, they can be deducted on your income taxes as carrying charges.
Get In Touch
Contact Details
If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.
london@harbourfrontwealth.com
For general information purposes only.