- Management and oversight of Investment Portfolio.
- Semi-annual meetings to review and update investment objectives.
- Quarterly consolidated reporting and market review.
Recommended for those who have completed the Personal Financial Plan and are comfortable taking on the responsibility of completing its implementation aside from the investment management responsibilities.
Key Benefit: Delegation of Investment Management responsibilities, saving time and creating peace of mind that knowledgeable and objective advisors are conducting the research and ongoing management to assist you in achieving your goals.
