A PORTFOLIO DESIGNED EXCLUSIVELY FOR YOU
Our Advisor Managed Accounts (AMA) are managed for you so you can invest worry free, knowing that your investments are in good hands. Our team manages the AMA portfolios on a daily basis to take advantage of market cycles and respond quickly to fluctuations. We are available every day to hear your questions or concerns. To learn more, email us at firstname.lastname@example.org.
The Delaware Portfolios are exclusive to Nemeth Wealth Management and have outperformed the bench mark since their inception in 2012. Even in the turbulent markets throughout COVID-19, our portfolios have managed to yield a positive return, while the market benchmarks have been negative. See the Delaware Portfolio performance results here.
Enjoy the following benefits with a CIBC Wood Gundy Advisor Managed Account
More time to focus on the important things in your life
We manage the day-to-day investment decisions so you can concentrate on what matters most to you.
Tailored to you and your needs
We construct 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 which securities are held in your portfolio, so you can easily track your progress to your goals.
Competitive fee structure
You receive tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting for one all-inclusive fee.
The option to exclude specific investments
You decide. For instance, if you’re passionate about responsible investing, you can exclude companies that don’t meet your environmental, social and governance standards.
Other benefits of the AMA program include
Professional, Fully-Managed Account
Your account will be professionally managed by a discretionary portfolio manager based on your specific needs.
Richard Nemeth is able to provide you with unique expertise gained from having met the most stringent business qualification criteria and industry requirements.
Transparent Fee-Based Billing
The transparent fee-based billing aligns your interests with those of Richard and also provides you with tax deductions on fees.
You will receive top quality quarterly portfolio reviews, reserved for only our most valued services.
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