A portfolio designed exclusively for you
Our Advisor Managed Accounts (AMA) are managed for you so you can invest worry-free, knowing that your investments are in good hands. Our team manages the AMA portfolios on a daily basis to take advantage of market cycles and respond quickly to fluctuations. We are available every day to hear your questions or concerns. To learn more, email us at richard.nemeth@cibc.ca.
There are three Delaware Portfolios that are exclusive to Nemeth Investment Group, the Delaware Income Portfolio, Delaware Strategic Balanced, and the Delaware Global All-Cap Growth. The Delaware Portfolio performance results can be viewed here.
The AMA helped free up time for me to focus on my business and family, while still growing my wealth.
- R.M.
Enjoy the following benefits with a CIBC Wood Gundy Advisor Managed Account
More time to focus on the important things in your life
We manage the day-to-day investment decisions so you can concentrate on what matters most to you.
Tailored to you and your needs
We construct a suitable investment strategy that goes hand-in-hand with your goals, risk tolerance, and time horizon.
A clear picture of your portfolio of investments
You know which securities are held in your portfolio, so you can easily track your goal progress. You will receive top quality quarterly portfolio reviews, reserved for only our most valued services.
Competitive fee structure
You receive tailored services including financial advice, portfolio development, trade execution, and comprehensive reporting for one all-inclusive fee. Our transparent fee-based billing aligns your interests with those of Richard and provides you with tax deductions on fees.
The option to exclude specific investments
You decide. For instance, if you’re passionate about responsible investing, you can exclude companies that don’t meet your environmental, social, or governance standards.
To Learn More
Book an Appointment
Call us at (519) 640-7740
Next: Investment Consulting Service (ICS) 
