Our AMA portfolios relieve clients from the inconvenience of day-to-day decisions, by allowing the portfolio manager to make discretionary short-term adjustments that take advantage of market opportunities to improve and/or reduce financial risk. This way, clients can focus on long-term financial and life planning and other interests.
The AMA provides clients with a professional, fully-managed account by a discretionary portfolio manager based on your specific needs. You can get the peace of mind knowing that you are receiving unrivaled expertise from Richard Nemeth, who is able to provide you with unique insights gained from having met the most stringent business qualification criteria and industry requirements. Our transparent fees align 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.
In 2012, Richard launched three AMA portfolios. The first, named the Delaware Income Portfolio (DIP), focuses on dividend paying securities with long-term growth prospects. The Delaware Strategic Balanced (DSBP) offers a more active asset allocation strategy, altering its weightings based on changing market conditions. Lastly, the Delaware Global All-Cap Growth (DGGP), a portfolio that focuses on equities within a global boundary that will provide capital appreciation using a combination of these three portfolios, along with our financial services, an investment strategy can be designed to meet the needs of almost any individual or business.
CIBC Wood Gundy ICS is your gateway to an institutional-quality service, opening the door to investment managers from around the world. By combining the help of the Nemeth Wealth Management team and the objective guidance and monitoring of the many professionals in the investment management research team, a portfolio to fit your individual objectives can be achieved. With thousands of professional investment manager firms worldwide, the task of finding and hiring is complex. Our strict due diligence and ongoing monitoring ensure all of your selected investment managers continue to meet our high standards.
Often, clients already have holdings in mutual funds and high quality securities and would like to participate in the management of their investments. A custom account is the best solution for clients who are actively involved in their investments. The Nemeth Wealth Management team has a hands-on knowledge of individual securities and portfolio construction. The industry trend because of risk and increased administration and compliance is away from dealing with individual securities. We feel that when done properly this is a cost effective strategy and often combines nicely with AMA and ICS. We sincerely invite you to be a part of our wealth management process.
We would be happy to meet for a non-obligation appointment to show what we can offer. Schedule an appointment today!
Call us at (519) 640-7740
Next: Delaware Income Portfolio