INVESTMENT PLANNING

No single investment is right for every point in time.

THAT IS WHY A COMBINATION OF REBALANCING A PORTFOLIO AND TACTICALLY  DECIDING WHEN TO BE INVESTED IS NEEDED TO HELP IN TAKING ADVANTAGE OF THE MARKET’S UPS – AND NOT RIDE THE MARKET ON THE WAY DOWN.

Asset Matrix Risk Management System

professionally-managed, fully diversified approach to investing

The Asset Matrix Risk Management System* implements this professionally-managed, fully diversified approach to investing while removing the “buy and hold bias” that is prevalent within the industry. When it comes to the markets, there is a lot of emotion involved. With our disciplined approach, the emotion is taken out of the process.

The Asset Matrix refers to our transparent approach to creating a customized portfolio process that reflects your unique needs. Its goal is to maximize your investment growth tax-efficiently while staying within your comfort zone in up markets as well as protecting your capital in down markets.

Beyond protecting assets and seeking growth, we specialize in using tax and cost efficient structures that ensure you get to keep as much of your money as possible in your accounts.

We help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we implement the strategy by carefully choosing from a broad range of best-in-class products and services. We will consider Assante Wealth Management’s exclusive investment solutions, as well as thousands of individual mutual funds, Assante Private Client programs*, and fixed income investments.

For high net-worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Assante Private Client* program. With active management from portfolio managers around the world, these leading solutions combine investment expertise with personalized wealth planning strategies.

*Assante Private Client is a division of CI Private Counsel LP

GET A STRATEGY TAILORED TO YOUR OBJECTIVES AND RISK TOLERANCE

We objectively suggest favorable investment options through alternative asset managers as needed. Cost, expected return, suitability, and management approach all play a part in this selection process.

We are committed to fully disclosing costs, compensation and conflicts of interest associated with any recommendation.

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