The Premier Managed Portfolios Program
Our Premier Managed Portfolios Program provides you with new diversification options, tax-efficient strategies and access to the expertise of some of the leading money management firms in the world.
With the Premier Managed Portfolios Program, you have the ability to place a portion of your assets with an exclusive group of managers and have them buy and sell securities on your behalf. The services of these managers were previously restricted to large institutional and pension fund clients.
The managers
The managers selected for the Premier Managed Portfolios Program have a proven ability to exceed various country and region benchmarks. They are also measured on their reputation, discipline and focus. Ongoing monitoring of our managers is designed to ensure the program continues to offer you the best available management.
Your money
In the Premier Managed Portfolios Program, your money will be segregated, not pooled. It will be managed as an individual portfolio. You will have ownership of all the securities in your portfolio allowing you to maintain a greater degree of flexibility over your account. And unlike a mutual fund, segregated managed accounts are a tax-efficient vehicle.
Getting started
Your TD Waterhouse Investment Advisor will recommend the manager or combination of managers best suited for your investment needs following a comprehensive analysis of your needs and goals. With access to our sophisticated, proprietary asset allocation program called TD Frontline, your Investment Advisor can determine the most efficient allocation of your assets.
Monthly and quarterly reporting
Our monthly reporting consolidates all of your Private Investment Advice accounts in a customized, easy to understand format. In addition, we provide you with a personalized quarterly report that includes comparisons to benchmarks so you will know how your portfolio is performing.
Contact us today
If you would like to find out more about enhancing your financial success over the long term, please contact the Investment Advisor nearest you to arrange a meeting or call 1-866-280-2022.
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