Portfolio Management

Discretionary management frees you from the time commitment necessary to successfully research and oversee an investment portfolio

Discretionary Investment Management

Our Portfolio Management service is intended for clients who wish to leave the day-to-day supervision of their investments in the hands of a professional.

An IAM portfolio manager assists you in selecting an investment strategy that is appropriate for your goals and needs. The manager puts the strategy into effect, supervises your investments on a day-to-day basis, and submits to you quarterly updates and a comprehensive yearly performance review.

Discretionary management frees you from the time commitment necessary to successfully research and oversee an investment portfolio. Even if you are a knowledgeable investor, it may be more time-effective to focus your energies on your career and family life and leave the active monitoring of your investments to us.

Our Investment Policy Statement is your written assurance that your portfolio will be managed according to an agreed upon strategy. We look after the day-to-day management and advise you if a change of strategy should be considered. You always have access directly to the portfolio manager, not to a middleman, and our reasons for each investment decision we make on your behalf are logged and available to you upon request.

Our portfolio management clients also benefit from discounts on financial planning services and from a fee-based or performance-based fee structure. Our fee structure ensures that IAM’s interests are aligned with those of our clients. We do not believe in a commission-based compensation scheme since this would reward an advisor for making trades in a client’s account rather than for making the account increase in value.

Click here for more information on our investment process