Ensuring portfolio management and tracking, our private management experts keep a close eye on your interests.
How do you go about finding investment consultants attuned to your needs and who are capable of providing personalized service that will allow you to obtain the best possible performance? By consulting the experts at our subsidiary, Raymond Chabot Private Management Inc. For more than 15 years, they have been helping investors identify the management firm best suited to their situation and ensuring that the mandate is respected.
How does that work?
After familiarizing themselves with your environment, your financial objectives and the tax measures that apply to your situation, the consultants at Raymond Chabot Gestion Privée Inc. help you choose from a select group of portfolio management firms (all external to our firm), the company most likely to meet your expectations. Once the firm has been selected, they keep a watchful eye on your investments.
Why opt for portfolio monitoring services?
To benefit from a management style consistent with your objectives.
Each specialized firm has its own management style, which has an impact on the breakdown of assets and the selection of securities in the portfolio. Since our experts are well aware of the impact of different management styles, they will be able to recommend the firm whose investment philosophy best corresponds to your objectives and situation.
To follow-up on the consistency of your investments
The professionals at Raymond Chabot Private Management Inc. ensure that all transactions involving your portfolio are consistent with the mandate you entrusted to the manager, as well as with its policy and the management style for which the manager was selected.
To guarantee you the best possible performance
Our experts regularly evaluate your portfolio’s performance, the origins of its results and the level of risk involved. They also compare your portfolio’s performance with that of other managers, benchmark indexes as well as with the performance of our internal SPGP index, all of which allow you to validate your manager’s choices.
Our services
- Defining the management mandate
- Selecting two external firms and arranging interviews with the client
- Ensuring that the administrative mandate and transfers are carried out with diligence
- Attending quarterly meetings
- Including a quarterly report in the trustee’s activities
- Monitoring, on an ongoing basis, consistency and performance in line with the chosen management style
- Portfolio taxation
