DISCRETIONARY PORTFOLIO MANAGEMENT
Your financial needs and security are at the centre of our investment strategy.
Whether wealth has been created through a successful business, an inheritance or by decades of smart investment decisions and proper planning, each affluent, or high-net-worth investor is different and requires a customized solution. Our open-architecture and differentiated solutions allow access to products and money management to provide you with peace of mind, greater risk management and transparency.
With Manulife Wealth Inc.’ Advisor Managed Program, every aspect of managing your portfolio – including your investment strategy, researching investment opportunities, selecting securities to buy and at what price – is taken care of by your personal Portfolio Manager, a highly qualified financial professional.
A TRUSTED PROFESSIONAL LEADS THE WAY
When you delegate the responsibility of investing to your personal Portfolio Manager you want the right professional leading the way. Your personal Portfolio Manager is an accredited and licensed financial professional who employs prudent and personal thinking to manage your wealth. Complementing your Portfolio Manager’s expertise is a support network of Manulife’s investment experts. These experts contribute insights and knowledge on portfolio construction, investment trends, market commentary and potential opportunities. This collective knowledge and ongoing collaboration creates a team of investing specialists working on executing an investment strategy suited to your needs.
PUTTING STRATEGY INTO ACTION
The first step in building a successful investment strategy involves creating your personal Investment Policy Statement. This document, prepared by your personal Portfolio Manager after consulting with you, contains important information such as your investment objectives, risk tolerance, and the amount of time you have to reach your objectives. Your Investment Policy Statement also describes your investment strategy, including the parameters your Portfolio Manager adheres to when allocating your assets and selecting investments
EXPERTISE GUIDES YOUR INVESTMENT DECISIONS
With significant investing expertise, advanced credentials and a network of professional resources, your Portfolio Manager is uniquely qualified to manage your wealth. Your Portfolio Manager has the flexibility and discretion to:
- trade securities in your portfolio
- add or remove holdings selectively based on investment research or in anticipation of market trends
- act quickly in special situations to capitalize on timely investment opportunities
- rebalance your portfolio to maintain your target asset allocation
Trades executed by your Portfolio Manager are monitored to ensure they adhere to the guidelines in your Investment Policy Statement. You can stay informed about activity in your portfolio through any-time online access, regular account statements or through communication with your Portfolio Manager.