|
Segregated Portfolio Management
For individual investors there are three
different ways of accessing Jarislowsky Fraser as an investment advisor. The
choices are based on
the client’s needs and assets under management. Segregated management is
available for larger size portfolios (generally $2 million per family).
Jarislowsky Fraser offers a personalized approach
to
investment management. Global portfolios are constructed according to clients’
individual needs. Factors influencing portfolio construction are:
| |
- |
Investment objectives |
| |
- |
Time horizon |
| |
- |
Liquidity requirements |
| |
- |
Risk tolerance |
| |
- |
Tax considerationss |
Monthly portfolio valuations are
prepared for clients. Quarterly reports include:
One or two investment professionals and an
assistant are assigned to each relationship to ensure a direct line of
communication and accountability. Our objective is to build long-term
relationships
with our clients through regular, direct contact. We encourage both formal and
informal meetings to discuss investment policy, strategy and capital market
conditions.
|
