Introduction  |  Private Client Managed Portfolios  |  Optima Strategy  |  Institutional Managed Portfolios  |  Artisan Portfolios

The Artisan Portfolios provide advanced portfolio management in one package. Each portfolio holds a mix of third-party mutual funds from some of Canada’s most respected mutual fund companies. The funds are carefully screened and selected. Then, using a sophisticated asset allocation model, each portfolio is diversified across assets class, sector and geographic region. This way, clients enjoy having the best mix of mutual funds to help realize their financial needs and goals.

This fund of funds solution offers:

• Access to world-class investment managers
• Strategic asset allocation
• Global and style diversification
• Ongoing monitoring and rebalancing
• Tax minimization investment strategies
• Consolidated reporting

To learn more about the Artisan Portfolios, please speak with your Assante advisor.

We are a principal distributor of the Artisan Portfolios, which are designed by our sister company, United Financial Corporation.

Commissions, trailing commissions management fees and expenses may be associated with mutual fund investments. Mutual funds are not guaranteed their values change frequently and past performance may not be repeated. Before investing, read the simplified prospectus carefully.

This communication is intended for Canadian residents only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not allowed. Important information about Artisan Portfolios is contained in its Simplified Prospectus. Please read the prospectus before investing. If you are a Canadian resident, you can obtain a print copy from the United Financial Service Centre at 1-888-664-4784.