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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Blue Heron Advisory Group

  • Home
  • About us
    • Our team
    • Testimonials
  • Services
    • Our solutions
    • Sustainable investing
    • Why AMA
    • AMA Commentary
    • AMA Performance
  • Market insights
  • Community
  • Contact us

Why AMA

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2284
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Why AMA

Advisor Managed Accounts

We offer a family of discretionally managed portfolios under CIBC Wood Gundy's Advisor Managed Accounts Program (AMA) co-managed by Portfolio Managers, Neil Chappell and Graham Isenegger. A discretionary managed account allows for the day-to-day decisions and adjustments (buys and sells) to be made at the Portfolio Manager level, while maintaining full reporting with the client. The goal of the AMA program is to provide you with an efficiently run portfolio that results in superior risk-adjusted rates of return over the long run. We are happy to report that this has indeed been the case. All the portfolios we manage have outperformed their respective benchmarks. However, we are most proud of the fact that they have done so with measurably lower risk. You can view all our portfolios' performance here.

 

Why AMA?

 

The discretionary managed (AMA) model allows for a flexible system to properly manage portfolios and reduce risk even with increased volatility in the market and quickly changing conditions. Being able to move quickly and efficiently enables us to make small, incremental changes to the portfolio. We continue to use our experience and fundamental analysis to select appropriate securities for the portfolio, but we also use Equity Action Call (EAC) research which provides an objective, unbiased, unemotional and disciplined investment process to know when to lighten equity exposure and raise cash, or when to ride out the short-term volatility and stick to the game plan. We also have a detailed internal manual we call the "Blue Heron trading bible" that provides a structured framework, rules, and operational guidance to aid our execution and ensure reasonable, consistent and repeatable decisions can be promptly and efficiently executed. The AMA system allows us to use the market volatility to our advantage. Positions can be increased at particularly attractive prices, and profits can be taken on short-term price increases.

Most importantly, the AMA system separates the operations and management of your portfolio, and frees up our time together to discuss your financial circumstances, your goals, and ultimately, what is important to you.

There is an array of other benefits of the Advisor Managed Program, please contact us to learn more.

 
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AMA Commentary

We keep our clients up-to-date with their portfolios by providing a monthly commentary which discusses our views on what went on in the market and the details of the trades we did on our clients' behalf.

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AMA Performance

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Fossil Fuel Free Investing

Align your investments with your values.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.