As Portfolio Managers, we are dedicated to managing your account to meet your individual needs. As Discretionary Portfolio Managers, we are able to make timely investment decisions on your behalf to take advantage of market opportunities as they arise.
Investment decisions can be made in a timely manner without the delay of having you approve a trade before execution.
Disciplined Investment Approach
We are guided by a mutually agreed upon Investment Policy Statement (IPS).
You are freed from making day to day investment decisions as the mandates are discretionary.
The management fees that you pay are predictable and transparent, and based on asset levels
Consolidated Quarterly Performance Reporting and consistent contact from us insures that you are kept informed of the performance of your portfolio.
The management fees that you pay may be tax deductible for non-registered accounts.
Governance and Oversight
With Firm supervision of your portfolio in the PIM program, you can be confident that investments are managed in accordance with your goals as determined in the construction of your IPS .
Graham Wealth Partners