Separately Managed Accounts

By: Provisus Wealth Management  03-01-2013
Keywords: wealth management, portfolio management, Financial Investing

Provisus’ core service is constructing and managing investment portfolios customized to each client’s unique needs. Each stock, bond and exchange traded fund (ETF) is held by a third party independent custodian in a CIPF protected account in the client’s own name. Provisus works with a dozen third party money managers to develop and execute tax efficient investment portfolios.  

Keywords: Financial Investing, investment advisors, portfolio management, portfolio management, SMA, ETF, funds, customized account, investment portfolio, wealth management,

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Other products and services from Provisus Wealth Management


Investment management

  Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms to offer clients SMA (customized stock and bond portfolios), ETF portfolios, Institutional mandates and corporate class pooled funds.

Investment services - Separately Managed Accounts, ETFs, Corporate Class Pooled Funds from Provisus Wealth Management thumbnail

Investment services - Separately Managed Accounts, ETFs, Corporate Class Pooled Funds

 Provisus’ team of portfolio managers get an understanding of each client’s constraints and wishes through a questionnaire and construct an unique portfolio to meet the client’s current and future needs. Benefits include the impartiality of a multi manager approach; potential tax deductible fees in non registered accounts; tax loss selling opportunities; an all inclusive fee structure; tailor made portfolios specifically designed for each client; and professional money management usually on