A PREMIUM PORTFOLIO SERVICE
Advisor Managed Account (AMA) is a premium; fully managed discretionary account. CIBC Wood Gundy Portfolio Managers must hold specific industry credentials and maintain stringent CIBC Wood Gundy qualifications. CIBC Wood Gundy stands behind our services, conducting ongoing monitoring of each Portfolio Manager to ensure they provide nothing but the highest quality of service to every client. You can rest assured your investments are in good hands.
Putting Your Objectives First – Since AMA is a personalized service, we go to great lengths to understand your background and investment objectives. The result is a detailed Investment Policy Statement, a key component of the AMA program. Your Investment Policy Statement is a thorough report that details your background, investment objectives, risk tolerance, and the guidelines used to manage your portfolio.
One Fee For Service – Paying one annual fee (monthly or quarterly) means predictability, transparency and unlimited service for your Advisor Managed Accounts.
A Wide Selection Of Investment Options – AMA provides the flexibility to incorporate a range of security types in our investment strategies. This allows you to place reasonable constraints on the securities you hold, depending on your existing portfolio or social or moral beliefs and risk tolerance.
Online Account Access And Research Tools – Through the secure, password-protected area of our website, https://www.woodgundy.cibc.com/en/home.html, you can access your AMA information and statements – anytime, from anywhere you have access to the internet. Through this secure site, you also have access to a full spectrum of top-ranked research.
Features At A Glance
- Professional Portfolio Management services
- No additional trading costs for Advisor Managed Accounts
- Monthly or quarterly asset-based fee, billed in arrears
- Preferred interest rates on cash balances and margin loans
- No fees for up to 15 enrolled, registered accounts per household2
- Detailed account statements and online account updates
- Annual Fee Summary statement to assist with tax filing
For more information on Advisor Managed Account, speak to Lee Francis and Bryan Sommer, who are qualified CIBC Wood Gundy Portfolio Managers.
® Wood Gundy Advisor Managed Account is a registered trademark of CIBC World Markets Inc.
1 Minimum account balance of $100,000 per household.
2 A minimum monthly interest accrual may apply for credit to account.
This document is not to be construed as an offer to sell, or solicitation for, or an offer to buy any AMA strategy or other securities. Consideration of individual circumstances and current events is critical to sound investment planning. All investments carry a certain degree of risk. It is important to review objectives, risk tolerance, liquidity needs, tax consequences and any other considerations before choosing an AMA strategy.
