We firmly believe all portfolios must be constructed with the utmost in due diligence. We also believe that our clients should understand the securities held within the portfolio and what purpose they serve. By combining tactical asset allocation with macro economic trend analysis, we have developed a proprietary model that provides a foundation to support global portfolios tailored to satisfy our client's specific goals and objectives.
Risk management begins with an assessment of the client's needs and expectations in relation to both the market and economic environment. The importance of positioning a portfolio to provide the best potential for upside capture in a rising market is second only to positioning a portfolio to provide the best downside protection in a declining market environment. Our due diligence process begins with researching both individual securities and portfolio managers through a combination of both qualitative and quantitative analysis. Utilizing third party unbiased research and open dialogue with portfolio managers allows us to execute, maintain and modify our investment decisions with the highest level of conviction.
Non-Discretionary Portfolio Management
For clients who wish to have a more hands on involvement in the selection of securities, we offer Portfolio PartnerTM. Portfolio Partner is designed with today's active investor in mind. It is a fee-based account that is ideal for individuals who want to combine professional investment advice while retaining full decision making authority over their investments, with the convenience and predictability of a single fee.
Discretionary Portfolio Management
CIBC Wood Gundy Investment Consulting Service (ICS)TM is the gateway to an institutional-quality service with a customized approach. By combining our two teams, we collectively identify, monitor and provide our clients access to professional investment managers that are traditionally only available to institutional investors. The ICS program is all encompassing by providing management of your investments, ongoing due diligence, performance reporting, and tax preparation.