IMPACT Portfolios: Investing in your future
IMPACT portfolios are expertly designed to help clients reach their long-term financial goals. Whether it’s retiring at a certain age or buying a second home, IMPACT portfolios are designed to get you there. Diversification is the cornerstone of IMPACT portfolios.
Clients will always be fully invested in a broad mix of global stocks and bonds that align with the stated goals and risk tolerance of the account. The portfolio manager will adjust portfolio holdings as economic and political conditions change across the globe. Portfolio re-balancing will be completed as determined by market movements, to ensure investment risks are aligned with client goals. Portfolios and portfolio holdings are monitored daily.