Our discretionary portfolio management allows your investment portfolio to be fully delegated to and systematically managed by our Portfolio Manager, who has met rigorous investment management education and experience and is licensed to provide discretionary investment management.
Our Portfolio Manager is responsible for the day-to-day management of your portfolio and makes investment decisions within the client's investment needs, constraints, and risk profile so that you can free yourself from the hassle and reach your investment goals.
In general, Portfolio Managers and Investment Advisors do not perform the same function. Portfolio Managers construct and manage investment portfolios, whereas Investment Advisors sell investment products such as mutual funds or ETFs. A Portfolio Manager differentiates from an Investment Advisor in the following manners:
Education & Experience
The bar is higher for Portfolio Managers as we have to meet a higher standard of education and experience in the investment industry as required by IIROC, the Investment Industry Regulatory Organization of Canada. A Portfolio Manager must have extensive investment experience in the industry, in-depth knowledge of the equity markets and individual security analysis, and a track record of managing a multi-million dollar portfolio.
Another important factor that differentiates us from typical Investment Advisors is that as a Portfolio Manager, we operate on a fee-only basis, and we do not receive commissions from investment products or volume of transactions. This allows us to maintain a high level of objectivity when recommending investment solutions.
We are required to operate with care, honesty, and good faith and always act in the best interest of our private clients. We have the fiduciary duty to be unbiased and objective in our investment advice and upheld the highest standards of professionalism in the industry.
A client's investment portfolio is fully delegated to the Portfolio Manager. The Portfolio Manager is responsible for the day-to-day operation and investment decisions of the portfolio so that efficient and timely execution of investment strategy can be ensured.
Contact us today and find out if discretionary portfolio management is right for you.
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Important Investment Services Disclosure: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Pegasi Private Wealth of ACPI and covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from ACPI/Pegasi Private Wealth of ACPI.