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

The Private Client Managed Portfolios provide high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. This solution offers attentive client service through Private Client Managers and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

You will receive:

• A tailored wealth plan
• Direct access to United Financial's investment management and wealth planning professionals
• Innovative tax optimization strategies
• Advanced portfolio management
• Risk management
• Access to international trusts, corporations and insurance
• Integration of business interests
• Customized reporting
• Exclusive Private Client quarterly publication

For more information about the Private Client program, please speak with your Assante advisor.

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

The information contained here 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. Private Client Managed Portfolios services are provided by our sister company, United Financial, and are available only in those jurisdictions in which United Financial is registered to provided such services.