Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. We achieve this in partnership with Advisors.
We achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diversified and effectively managed.
Sound Intellectual Framework
We use a disciplined process to design investment solutions that meet the various investment and income needs of an investor. This process is complemented by Counsel Portfolio Service’s rigorous system for the objective selection and monitoring of the investment specialists who oversee the specific mandates of your portfolio.
Each portfolio structure is periodically evaluated by an independent portfolio modeling service provider to verify that they are efficient from a risk-return perspective. This includes the task of timely portfolio design reviews to validate that the profile of a portfolio continues to meet its defined objectives. Through this process, an evaluation is carried out to determine if the asset class composition or geographic exposure of a portfolio should be adjusted or changed. If necessary, adjustments may be made to enhance the structure of a portfolio. There are no additional charges for these changes to the asset mix.
At regular intervals, each portfolio is automatically rebalanced to its target asset allocation structure to maintain the proper mix of asset, geographic and style diversification based on the objectives of the portfolio.
Why rebalance regularly?
We provide a comprehensive report of your investment progress each quarter. Instead of going through multiple reports from multiple investment firms, you will receive a consolidated, easy-to understand assessment of your total investments and investment performance, as well as an update of your investment holdings each quarter.
Counsel supports your long-term investment strategy with a sound intellectual framework. We support all aspects of your investment process – portfolio design & management, investment specialist selection & monitoring, and investment performance reporting – giving you the discipline to achieve your long-term investment goals. Management Fee is guaranteed and can only be changed by vote.
We support all aspects of your investment process – portfolio design & management, investment specialist selection & monitoring, and investment performance reporting – giving you the discipline to achieve your long-term investment goals.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.