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Fee Based
ScotiaMcLeod's
comprehensive suite of fee based programs delivers on our Client
Commitment by pro-actively addressing the uniqueness of your situation,
guiding the creation and implementation of your financial strategy
using a systematic process, and applying a disciplined approach to
investing with a team of investment specialists. We've developed
innovative programs which offer alternatives to commission-based
trading.
With these fee based programs, we can work with you to choose the approach that best matches your investment needs.
Programs with Some Involvement with Your Advisor These
programs allow you to delegate everyday investment decisions to
professional money managers, reap the benefits traditionally enjoyed
by large institutional investors and pension funds and includes
rigorous checks and balances to ensure due diligence to mitigate and
manage risk.
The Summit Program
Receive the personal attention of your advisor while seasoned money managers are hard at work buying and selling
investments in line with your financial goals. Minimum portfolio: $500,000
The Managed Portfolio Program
Leverage
the vast experience that our Associate Portfolio Managers and Portfolio
Managers have, to manage your custom-designed portfolio. Minimum
portfolio: $250,000
The Pinnacle Program
Our team uses a sophisticated process to develop a customized investment program to meet your specific goals. And
our
third-party experts rigorously screen leading money managers before
they qualify to manage the Pinnacle funds. Minimum portfolio: $50,000
The Pinnacle Portfolios
A
comprehensive suite of portfolios that use the Pinnacle Program Funds
as their underlying holdings - each Portfolio gives you exposure to
multiple portfolio advisors, asset classes, countries and investment
styles. Minimum portfolio: $25,000
Sovereign Investment Program
Strategic asset allocation across seven exclusive investment pools. Each pool is diversified into multiple investment style
s and implemented using multiple investment managers. Minimum portfolio: $50,000
LifePointsŪ
A
fund-of-funds strategy that can be effective as the core of your
portfolio or for tactical needs. LifePoints gives you access to up to
twenty of the world's leading investment managers. Minimum portfolio:
$5,000
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