About Advisor Managed Accounts
With a CIBC Wood Gundy Advisor Managed Account, you engage an expert to take care of your wealth. You work with a portfolio manager to create a customized portfolio of investments based on your unique needs. Then you delegate the day-to-day decisions to your portfolio manager. This is discretionary money management.
A personalized portfolio needs to be designed and built to address your growth and income requirements. It needs to consider your tax situation and your unique desires, all within your risk tolerance and time horizon.
Having a CIBC Wood Gundy Advisor Managed Account offers you these benefits:
- More time to focus on the important things in your life: With an expert managing the day-to-day investment decisions, you can concentrate on what matters most to you.
- Tailored to you and your needs: Your portfolio manager constructs 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 exactly which securities are held in your portfolio, so you can easily track your progress to your goals.
- Competitive fee structure: An all-inclusive fee provides you with tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting.
- The option to exclude specific investments: You decide. For instance, if you are passionate about responsible investing, you can exclude companies that do not meet your environmental, social and governance standards.
- Greater control over tax considerations: Your portfolio manager identifies the most tax efficient manner to build your portfolio
