Investment Management Services Tailored for You
At Pharus Wealth Advisory Group, we offer a comprehensive suite of investment management services designed to cater to your unique financial goals and values.
Discretionary Investment Management: Expertise at Work
Our Discretionary Investment Management service is the epitome of convenience and trust. Here, you entrust our team of experts with the authority to manage your investments on your behalf.
Advantages of Discretionary Investment Management:
- Portfolio Management: Your portfolio benefits from the expertise of seasoned professionals who understand the markets.
- Time Efficiency: Free up your time as we handle the complexities of investment decisions.
- Responsive Strategy: We swiftly adapt your portfolio in response to market changes, ensuring optimal performance.
Non-Discretionary Investment Management: Your Decisions, Our Support
For those who prefer to stay involved, our Non-Discretionary Investment Management service offers the perfect balance. You make the final investment decisions, while we provide the necessary support and advice.
Advantages of Non-Discretionary Investment Management:
- Personal Involvement: Stay in control of your investment choices.
- Informed Decisions: Leverage our research and insights to make well-informed decisions.
- Collaborative Approach: Work alongside our advisors to align your investments with your objectives.
Product Agnostic Approach: Access to the Best
We are proudly product agnostic. This means we have no ties to specific products or providers. Our access to the professional money managers and CIBC’s unparalleled research and resources empowers us to select the best possible investments for you, from any institution.
Customized Portfolio Design: Reflecting Your Goals
Understanding your risk tolerance, time horizon, and investment objectives is at the heart of our approach. We take a holistic view of your wealth management goals to design a customized investment portfolio that’s as unique as you are.
Diverse Investment Options: Your Wealth, Your Way
Our expertise covers a wide array of investment vehicles, ensuring that your portfolio can be diversified across:
- Equities: Tap into the growth potential of the stock market.
- Fixed Income: Enjoy stable returns with bonds and other debt instruments.
- ETFs & Mutual Funds: Benefit from a managed collection of securities.
- GICs & Market Linked GICs: Secure your capital with guaranteed investment certificates.
- Structured Notes: Explore custom-tailored investment products.
- Private Equities & Alternatives: Invest in private companies and non-traditional assets for higher potential returns.
Tailored Strategies: Aligned with Your Values
We believe in investment strategies that reflect your personal values and life stages:
- Corporate Growth: Optimize investments within corporations for growth and efficient income management.
- Balanced Retirement: Strategize for early retirement with a mix of income and growth.
- Wealth Preservation: Focus on income generation and wealth preservation during later retirement years.
- Sustainable Investing: Embrace eco-friendly investments with our Fossil-Fuel free and Sustainable options.
- Value-Based Investing: Choose investments that align with your beliefs, like Shariah Based Halal Investments, without compromise.
At Pharus Wealth Advisory Group, we’re not just managing wealth; we’re nurturing legacies. Partner with us and experience the pinnacle of wealth management, where your financial success is our greatest achievement.
