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Our Portfolio Management
service is intended for clients who wish to leave the day-to-day supervision of
their investments in the hands of a professional.
An IAM portfolio manager assists you in selecting an investment strategy
that is appropriate for your goals and needs. The manager puts the
strategy into effect, supervises your investments on a day-to-day basis,
and submits to you quarterly updates and a comprehensive yearly
performance review.
Discretionary management frees you from the
time commitment necessary to
successfully research and oversee an investment portfolio.
Even if you are a knowledgeable investor, it may be more time-effective to focus your energies on your career and family life
and leave the active monitoring of your investments to us.
Our
Investment Policy Statement
is your written assurance that your portfolio will be managed according to an
agreed upon strategy. We look after the day-to-day management and advise you if
a change of strategy should be considered. You always have access directly to the portfolio manager, not to a middleman, and our reasons for each investment
decision we make on your behalf are logged and available to you upon request.
Our portfolio management clients
also benefit from discounts on
financial planning services and
from a fee-based or
performance-based fee structure.
Our fee structure ensures that
IAM's interests are aligned with
those of our clients. We do not
believe in a commission-based
compensation scheme since this
would reward an advisor for
making trades in a client's
account rather than for making
the account increase in value.
Click here for more information
on our investment process |
