| Why choose Morgan Meighen & Associates to manage my investments? |
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We have been prudently managing assets for our clients for over 50 years and have proven our ability to achieve outstanding returns in all types of markets. Our investment process utilizes a combination of top-down analysis to identify areas of opportunity by geographic region and industry sector and bottom-up, fundamental analysis to identify individual securities.
We are research driven and as an independent investment manager, we conduct our own rigorous analysis of companies. Our internal research capabilities are complemented by reports and studies compiled by financial research firms from around the world.
We offer a portfolio management team that brings many years of investment management experience across all asset categories and geographic regions. Each of our portfolio managers has a long and proven track record, and each brings a unique perspective to our investment team.
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| How does Morgan Meighen determine the appropriate investments for my portfolio? |
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The team seeks out exceptional investment opportunities in Canada and abroad, relying on top-down economic overviews and rigorous bottom-up fundamental analysis to ensure we are investing in the right companies in the right places at the right time.
Our portfolio managers continuously monitor overall market conditions - top-down analysis - for developments that may have an impact on your investments. The team conducts and reviews research from markets around the world, analyzing factors affecting various industries and companies in Canada, the United States and international markets.
As for individual security selection, the team looks at companies in exhaustive detail before investing. We limit the number of securities we hold so that we can effectively monitor the performance of these investments, responding to any change from expectations in a timely manner.
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| Am I a Pooled Fund or Separately Managed client? |
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While the investment process and returns of both types of accounts are very comparable, clients gravitate to each product for differing reasons.
The Pooled Funds begin with a minimum investment of $150,000 unless the client is deemed an “accredited investor” under securities regulations, which in many provinces would reduce the minimum to $25,000. The Pooled Fund investments provide a client instant portfolio diversification and appropriate exposure to opportunities in the market. Other attributes include the ability to acquire or sell units easily as clients may require. A client may also seek to concentrate his/her investments in an area of special interest, such as in the Income or Global Pooled Funds. The Pooled Funds have a low portfolio management fee of 1% fee per annum and pay certain other operating expenses. As a comparison to most retail mutual funds with costs of 2-4%, our Pooled Funds represent exceptional value that contributes to leading returns over time.
Separately Managed Accounts optimally start at $1,000,000 in assets and consist of customized, segregated portfolios of stocks, bonds and other vehicles as determined by the client objectives. A portfolio of this size allows meaningful positions to be accumulated while also providing adequate diversification. The fees for Separately Managed Accounts begin at 1.25% and decline with portfolio size.
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| Who will manage my portfolio? |
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The Morgan Meighen & Associates investment team consists of highly trained and experienced investment professionals, and one of our senior investment managers will take full management responsibility for the portfolio.
Your portfolio manager will be the primary source of contact with our firm, and over time you will get to know some of the many people who work on and support your account. We put a great deal of emphasis on the quality of the service we deliver to our clients and it shows in the quality of our people.
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| Does Morgan Meighen & Associates use model portfolios for groups of clients or will my portfolio be created to meet my individual objectives? |
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We do not use model portfolios for our Separately Managed Accounts. Client portfolios are unique and are designed to meet individual objectives. Once the investment parameters have been established, we will do everything possible to ensure client goals are achieved.
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| Will I be limited to the company's products? |
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One of the advantages of dealing with a fully independent investment firm such as Morgan Meighen & Associates is that we are objective in our choice of investments for our clients. There are no corporate obligations to sell in-house products. We offer independent and unbiased investment management solutions.
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| From what provinces does Morgan Meighen & Associates accept clients? |
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Morgan Meighen is registered with the appropriate regulatory agencies to accept clients from the provinces of Ontario, Manitoba, Alberta and British Columbia. In future, we hope a national regulator might be in place to allow us to accept client accounts nationwide.
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| Are my investments safe from fraud? |
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Absolutely. Most of our client assets are held in custody with TD Waterhouse. Morgan Meighen & Associates does not hold your investments directly, and is the investment advisor to your account. Account withdrawals may only be made to clients directly or upon written instructions of the client.
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| How do I find out more? |
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We would be pleased to send you a complete introductory package for the Private Wealth Management services at Morgan Meighen & Associates titled “The Logical Next Step”. Please click on the following link to provide your contact information and address particulars. (Request: The Logical Next Step).
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