One-size doesn't fit all...it just doesn't. Sure a core mix of passive funds can be a simple and cost-effective way to invest, but that's not the only way.

 

Clients have reached out to us for help navigating the markets in a more active approach with due consideration for risk management. To meet this demand, we are pleased to exclusively offer our clients the Tactical Growth Strategy. This mandate is managed directly by Scott Sheppard, B.Comm, CIM, CFP, FMA,.

 

The Tactical Growth Strategy, under CIBC’s Advisor Managed Account Program, is cutting edge and a unique alternative to the plethora of investment options being advertised today. The strategy seeks to outperform the passive benchmark by way of a rigorous multi-disciplined management process.

 

Unlike institutional-style mandates, the Tactical Growth Strategy allows Scott to invest his clients' money in the exact same active fashion that he invests his own money. His discretionary strategy allows for a concentrated basket of securities with the ability to be nimble and raise cash and also invest in alternative asset classes. A regular email is delivered to the clients which describes prior moves and market outlook. Past emails are logged on our blog.

 

The mandate is a very engaging way for you to be active in the markets without having to do it yourself. 

 

To get a closer look at the Tactical Growth Portfolio's description, past performances, and holdings, click here.