Client portfolios are designed by our expert team to meet the needs of each individual client.
A client's portfolio is developed by carefully selecting the appropriate securities to create and implement an asset mix that reflects the client's investment objectives and risk tolerance. Through consistent monitoring and rebalancing, clients benefit from a high degree of portfolio customization that meets personal investment and cash flow objectives.
While the investment process is consistent, a portfolio may consist of direct investment in stocks, bonds and other securities, or it may make use of one of our five proprietary pooled funds.
Determining whether a client's portfolio is managed separately or through the Morgan Meighen pooled funds is a factor of both the size of the asset base and the needs of the client. The pooled fund investments provide a client instant portfolio diversification and appropriate exposure to opportunities in the market. A separately managed account allows more specific tailoring of the holdings to the client's unique concerns as well as to address individual income tax considerations.
It’s a personalized approach that Morgan Meighen has perfected and one of the most compelling reasons you can count on us.