Private Portfolios

What is a private portfolio investment?

MLD Wealth Management offers private investment portfolios which offer clients professionally managed portfolio investment opportunities. As a private portfolio investor, you own shares of the portfolio in your account. And because each portfolio contains a diverse selection of securities, they are ideal to help you optimize your strategy.

Private portfolios let you benefit from professional management services for a diverse selection of investments at highly-competitive rates. If you are looking for a simple, robust solution that saves you time and frees you of the concerns typically associated with the investment process, private portfolios may be the right solution for you.

By choosing to invest in private portfolios managed by MLD Wealth Management, you’ll receive:

 

Personalization of a Private Portfolio Investment

When you choose to invest in a private portfolio, you’re purchasing shares in a collection of curated, high-value companies along with other VIP clientele. MLD Wealth Management offers a plentiful array of personal portfolio to fit your investment needs that are overseen by teams of professionals and designed to capitalize on specific and market opportunities.

Performance

Crafting unique investment strategies for discerning, high net worth individuals is what MLD Wealth Management specializes in. We offer our specialized private portfolios exclusively to fee-based investment managers that have your portfolio’s health foremost in their minds – not their own commission.

Flexibility

Offering plenty of flexibility in each manager’s approach to your investment needs while maintaining the efficacy of your chosen private portfolio, MLD Wealth Management allows your managers to be highly competitive in their fee structure and yield impressive results. You’ll benefit from high-volume purchasing and selling of your shares and an ad-hoc approach to your distinctive personal portfolio needs.

Accessibility

Each private portfolio investor’s portfolio strategies are concisely summed up in policy statements that help govern your particular wealth management strategy. You’re able to know exactly how your shares will be managed in your personal portfolio with this essential document and its prospectus counterpart, which describes the goals of the specific portfolio you invest in. Our approach to personal portfolio investment allows transparency and more in-depth reporting than traditional investment strategies.

Variety

Your investment approach can vary depending on your preferred market. Choose from a wealth of different diversification options, such as the ability to base your personal portfolio on corporate trusts or Canadian or US dollar based funds. You also have the power to specify whether your aim is to gain equity or growth and income from your investment.

Many investors feel that private portfolio investment is synonymous with purchasing into a mutual fund; however, there are important distinctions between the two. Private portfolios are a more refined, high-yield approach in that:

The MLD Difference

MLD Wealth Management is committed to bringing more investment freedom to our high net worth customers. Each private portfolio benefits from consistent oversight and analytics-based management decisions. By combining the high-volume purchasing power of our unique client base, we’re able to yield high-impact results and offer competitive fees to maximize the return on each of your transactions. To learn more about how you can benefit from our top-tier private portfolio investment selection, contact an MLD Wealth Management associate today to book your free consultation.

 

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The information on this web site is intended for use by persons resident in Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.