Investment Committee

The Julé Bespoke Wealth Advisory Group  investment committee plays a crucial role in shaping and overseeing the investment strategy that guides the management of your portfolios.

We are advisors, portfolio managers, and financial specialists who collaborate to ensure that our practice's investment approach aligns with your goals and risk tolerances. We meet daily to review current portfolios, analyze market trends, evaluate economic forecasts, and discuss potential risks and opportunities.

Key Responsibilities include:

• Developing and refining investment strategies: The committee uses research and our proprietary screening system to formulate long-term and short-term strategies, considering asset allocation, diversification, and risk management principles that meet your objectives.
• Conducting research and analysis: We review economic data, financial reports, and market trends to make informed investment decisions and ensure that the portfolios remain adaptive to changing market conditions.
• Reviewing performance: We monitor portfolio performance and compare results to your individual financial plan and industry benchmarks, while adjusting as necessary to improve results.

Through this collaborative process, the investment committee helps ensure a disciplined and structured approach to managing clients' wealth, providing oversight, consistency, and adaptability in pursuit of long-term financial success.

Administrative Team

The Julé Bespoke Wealth Advisory Group administrative team serves as the backbone of our operations, ensuring that you receive seamless support.

Our role encompasses a broad range of tasks designed to maintain efficient office workflows, client satisfaction, and regulatory compliance. By handling essential administrative functions, we enable advisors and portfolio managers to focus on investment strategy, client relationship building, and financial planning.

Key Responsibilities include:

• Client service support: We are often the first point of contact for you by addressing inquiries and managing communications. We ensure that you receive timely responses and updates regarding your accounts.
• Document management and processing: We oversee preparation, submission, and filing of important client documentation, such as account opening forms, investment policy statements (IPS), know you client forms, and compliance reports. We also assist with tax documentation upon request.
• Transaction processing and account maintenance: We handle execution and tracking of account transactions, transfers, deposits, and withdrawals, ensuring that your accounts are managed effectively and in accordance with your requests.
• Scheduling and coordination: We manage the calendars of Rich, Kavan, and Davin by scheduling client reviews, meetings, and events.
• Support for marketing and events: We may assist in organizing client-facing events, producing marketing materials, and managing communications such as newsletters or portfolio reports.
• Technology support: We are you point of contact for help with Wood Gundy online, setting up an account, password resets, mailing preferences, and linking accounts. We can also help you with secure messaging and digital signatures.

By providing critical operational support, the administrative team helps maintain high levels of organization and service delivery within the wealth and investment practice, contributing to client satisfaction and the overall success of the team.