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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 Portfolio Management
with Jarislowsky, Fraser Limited
Jarislowsky Fraser offers a personalized approach
to
investment management. Global portfolios are constructed according to clients’
individual needs. Factors influencing portfolio construction are:
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Investment objectives
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Time horizon
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Liquidity requirements
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Risk tolerance
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Monthly portfolio valuations are
prepared for clients. The valuation includes:
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Asset
mix summary |
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Industry
sector breakdown |
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Transactions
summary |
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Detailed
listing of all securities held in the portfolio
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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.
Third Party Wrap Programs
Jarislowsky Fraser is a leading
provider of investment management in the managed asset programs offered by 12
Canadian investment advisors. The name refers to the fact that these accounts
usually "wrap" together a variety of investment services, including brokerage
commissions, as a percent of your portfolio's
total market value, which also covers
all administrative and management expenses
and reporting.
Investment advisors will match the
appropriate money manager with a specific client based on the client's
individual characteristics, such as risk tolerance and financial goals.
Third Party Mutual Funds
Jarislowsky Fraser acts as a sub-advisor
for several mutual fund clients.
For
more information on the three investment options, please contact the office
nearest you. See the
contact information page
for our addresses and phone numbers.
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