At The SMA Investment Group, we uphold a steadfast commitment to constructing portfolios with meticulous due diligence. Central to our philosophy is ensuring that our clients possess a clear understanding of the securities held within their portfolios and their respective roles.
Our investment process utilizes a combination of tactical asset allocation with comprehensive macroeconomic trend analysis. This approach has enabled us to develop a model that serves as a robust portfolio foundation, supporting mutli-asset global portfolios that are precisely tailored yet flexible to meet the current and future goals and objectives of each client we serve.
By leveraging strategic insights and rigorous analysis, we not only aim to deliver effective investment solutions but also prioritize transparency and client education. Empowering our clients with knowledge about their investments enables them to make informed decisions, ultimately contributing to their financial well-being and success.
Risk Management
Risk management forms the cornerstone of our approach, starting with a thorough assessment of our clients' needs and expectations within the context of prevailing market and economic conditions. We recognize the dual importance of positioning portfolios to maximize potential gains during upward market movements while simultaneously safeguarding against losses during market declines.
Our due diligence process commences with rigorous research encompassing both individual securities and mandate specific portfolio managers. This involves a blend of qualitative and quantitative analyses to ensure a comprehensive evaluation. We rely on unbiased third-party research and maintain open dialogues with portfolio managers to inform our investment decisions.
This disciplined approach enables us to execute, monitor, and adjust our investment strategies with utmost conviction, ensuring that our clients' portfolios are optimally positioned to navigate various market scenarios effectively.
Our commitment to robust risk management through thorough assessment, diligent research, and informed decision-making underscores our dedication to safeguarding and enhancing our clients' investment outcomes over the long term
Portfolio Design
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 of professional trade execution, advice and the 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.
