Finance Management: How are are different

November 5, 2021.

For over 40 years, we have worked in our clients’ best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients and our investing experience make us unique in our industry. That’s why we currently manage $18 billion* for investors worldwide and help over 20,000 clients* meet their financial goals.

Advice That Is Always in Your Best Interest

As a fiduciary, we always put your interests first and we’ve designed our entire business to keep it this way. Unlike some money managers, we have no incentives to sell you commission-based financial products or place trades in your account when it’s not best for you. Our simple fee structure aligns your interests with our business goals. Simply put, when you do better we do better.

A Portfolio Tailored to Your Needs

We respect how hard you worked to build your nest egg, and before we recommend anything, we get to know you. We ask questions about your goals and needs, your expenses, your health, your family commitments and more to better understand what you need your money to accomplish. This enables us to recommend a personalized portfolio designed to meet your needs and to help you enjoy the retirement you’ve earned. 

Communication and Counsel to Help You Stay on Track

You will receive a personal point of contact-your Investment Counselor committed to understanding you on a personal level and keeping your financial plan on track. Your Investment Counselor will be there for you, whether you want to know how your portfolio is doing and why, or whether you want guidance when the ups and downs of the stock market rattle your nerves. Your Investment Counselor will keep in touch in all market conditions and won’t be afraid to give you an occasional dose of tough love to help you stay disciplined to your long-term plan.

Disciplined and Active Portfolio Management

We’re more than just stock pickers. We believe active portfolio management centred on your long-term goals is the best way to discover opportunities and achieve long-term results. Our five-person Investment Policy Committee, supported by large in-house research staff, analyzes global investing opportunities narrowing down from country and sector to find securities they think will do well moving forward. This disciplined approach allows us to interpret information differently and find global investment opportunities other money managers may overlook.

Transparency

You deserve to know what we’re doing with your money. That’s why we’re transparent about the investment decisions we make for your portfolio. We proactively discuss current events and openly share our forecast with you through your Investment Counselor, live events, quarterly reviews, regular publications like MarketMinder and more. Whether you’re someone who wants to dig into the details of your portfolio or you want to be more hands-off, we provide a variety of resources to get you the information you need, when you need it all to make sure you’re comfortable with our investing approach.