Introduction | Private Client Managed Portfolios | Optima Strategy | Institutional Managed Portfolios | Artisan Portfolios
With the Institutional Managed Portfolios, you have access to advanced portfolio management traditionally available to multi-billion dollar pension funds. And, you have the strength and expertise of some of the world's leading institutional investment managers working to help you preserve and grow your wealth.
Clients receive:
- Advanced portfolio management
- Precise diversification on five levels asset class, industry sector, geographic region, market capitalization and investment style
- Exclusive blend of top institutional investment managers
- Continuous monitoring and rebalancing for optimum portfolio efficiency
- Quantitative and qualitative monitoring of investment managers
- In-depth reporting
To learn more about the Institutional Managed Portfolios, please speak with your Assante advisor.
We are a principal distributor of the Institutional Managed 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 Institutional Managed 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.
