Investment Management
By very general definition, investment management is the process of selecting securities for a portfolio. The advisor's responsibility is to ensure the investments are suitable for the client. In Canada, there is a broad range of firms and advisors that would call themselves Investment Managers. At the Dekker Hewett Group, we take a highly focused approach to investment and portfolio management for our high net worth clientele.
Once we know our clients financial picture, DHG then builds an investment portfolio based on:
- Risk and return of general asset classes and specific securities, as well as the client's tolerance for risk versus need for returns to meet objectives
- Assessment of current asset allocation and investment holdings
- Asset allocation based on client tolerance for risk, investment time horizon, and portfolio objectives and constraints
- Knowledge of available investment products and due diligence on specific securities Tax considerations
- Continuous monitoring and ongoing portfolio advice
The high net worth client portfolio often has substantially specific personalized needs, issues and opportunities. Simply putting together a basket of securities and letting it ride is neither prudent nor financially effective. Access to unique products and limited opportunities is what differentiates the high net worth portfolio and the high net worth advisor.
DHG offers expertise in equity and bond markets and specialized proficiency in hedge funds, income trusts, limited partnerships, new issues and financings. Our clients participate in unique investment opportunities that only a select group of advisors can offer. We also work with companies and individuals wishing to raise capital in the public market (see Corporate Finance).