We strongly recommend the use of Structured Portfolios. These portfolios are professionally designed and automatically rebalanced. A completed Investor Profile Questionnaire will assist us in choosing the best fit portfolio for you. The portfolio you invest in will be based on your Investor Profile and your Investment Objectives. The portfolios contain a mix of asset classes and various investment styles. The aim is to earn an above average return while minimizing risk.

Example of a Structured Portfolio: