Choose Freedom
Imagine being free from the concerns and ongoing decisions that come with managing your investments. With more time, you can concentrate on what matters most to you. With a CIBC Wood Gundy Advisor Managed Account, you engage an expert to take care of your wealth. You work with our portfolio manager to create a customized portfolio of investments based on your unique needs. Then you delegate the day-to-day decisions to your portfolio manager. This is discretionary money management and it is how you choose freedom.
A Portfolio Designed For You
- More time to focus on the important things in your life: With an expert managing the day-to-day investment decisions, you can concentrate on what matters most to you.
- Tailored to you and your needs: Your portfolio manager constructs a suitable investment strategy that goes hand-in-hand with your goals, risk tolerance and time horizon.
- A clear picture of your portfolio of investments: You know exactly which securities are held in your portfolio, so you can easily track your progress to your goals.
- Competitive fee structure: An all-inclusive fee provides you with tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting.
- The option to exclude specific investments: You decide. For instance, if you are passionate about responsible investing, you can exclude companies that do not meet your environmental, social and governance standards.
- Greater control over tax considerations: Your portfolio manager identifies the most taxefficient manner to build your portfolio.
Contact us to learn more about how an Advisor Managed Account with the Bowles Financial Group benefits you.