Solinvest Private Portfolios . It is what we do best
In the core equity component, called the Equity Private Portfolio, all clients are able to participate in the ‘One Trade’ strategy. This allows us to be nimble in an active market. It doesn’t matter if you have $300,000 or $30 million of investable assets with us, every client receives the same ‘best price’. Comparatively, a traditional brokerage relationship cannot be as efficient because they must contact each client for each trade. With dynamic markets and multiple clients, the price on a particular stock under a traditional broker-client relationship may be substantially different for one client over another and returns may ...
Benefits of Discretionary Portfolio Management Service
Once an investor accumulates a minimum of $200,000, standardized investment vehicles, such as mutual funds or ad hoc stock accounts, may not be flexible or transparent enough to meet your needs, particularly if you are highly taxed. Personalized Discretionary Portfolio Management Services (DPMS) is particularly suited to this group of investor with several distinct advantages. Tax efficiency With DPMS you hold each security directly and at your unique tax cost base unlike mutual funds. Mutual funds are commingled investments where the investor owns units of the mutual fund trust and the fund invests in a portfolio of securities. By virtue of ...
Vision . Mission
Vision: Make Discretionary Portfolio Management Services directly available to a niche market of private investors, who seek to build purchasing power and execute wise financial strategies throughout all life events. Mission: Manage discretionary portfolios focused on analytical models to target low volatility and consistent income Provide a transparent, flexible and low cost environment. Commit to using resources, education, experience and ethical standards to research and evaluate the dynamic marketplace, to consider emerging investment opportunities. Creatively approach each client.
10 Reasons to Invest in Private Portfolios
A growing number of investors are delegating the daily management of their investments to a professional portfolio manager. “This is called Discretionary Portfolio Management and it features a number of advantages” We guard your interests during daily market changes by managing your account on a discretionary basis. Full transparency. You hold each position directly and have your own unique adjusted cost base for tax purposes. Based on our quantitative model and fundamental analysis, we buy and sell positions on behalf of our clients with one trade. Each client receives the same transaction price. We offer low fees and accessibility. Pooled funds (including mutual funds) ...
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Strategic Planning
CPP . OAS . GIS Benefits for 2012
Maximum Income Security Benefits Effective January 1, 2012 CANADA PENSION PLAN (JANUARY – DECEMBER 2012) Retirement Pension (at age 65) $986.67 Disability Pension $1,185.50 Death Benefit (maximum lump sum) $2,500.00 Survivor’s Pension (under age 65) $543.82 Survivor’s Pension (age 65… Read the rest2011 Tax Planning Checklist
Download 2011 Tax Planning Checklist
2011 Tax Checklist
What you need to know about fees
Front End Load
If a mutual fund has a front-end load, you pay a fee that is taken from your total purchase amount. This ranges from 0%-5% of the amount invested. You can negotiate this fee with your advisor based… Read the rest
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