Why a Customized Separate Portfolio Can be Better Than a Mutual Fund

Financial Advisors in Ontario can recommend that clients trust a Portfolio Manager to manage their account. Portfolio Managers have professional knowledge in investment and trading. They can manage an investor’s money by creating a customized portfolio. A private investment company can also manage a mutual fund. Institutional or private investors can retain investment counsel firms in Ontario to manage their accounts and handle potential risks.

Making a return on investments requires knowledge of the market and understanding how the process works. It takes time and focus, and a portfolio manager can navigate this process seamlessly. They can create a customized portfolio that targets the client’s goals while considering their financial position. This option is frequently more desirable than other investment alternatives.

What is a Separately Managed Portfolio?

A separately managed portfolio is a collection of capital market investments that have been chosen to suit the client’s needs. The portfolio is created by a Portfolio Manager who may have been recommended by a Financial Advisor in Ontario. The Portfolio Manager works with the client to determine financial circumstances so that the portfolio will meet the client’s objectives. The Portfolio Manager is an investment professional and has been trained with experience to build portfolios on the client’s behalf.

What is a Mutual Fund?

A mutual fund is a collection of investments that come as a package and are created by an investment professional. Unlike a separately managed portfolio, a mutual fund does not cater to the client. There are many different mutual funds, but they are structured to meet particular styles and objects and cannot be changed to an individual investor’s other preferences.

How are they Different?

A private investment company may offer both options to investors but can offer customized portfolio management only if the company is also registered as a Portfolio Manager. A customized portfolio can include a mutual fund within it. Portfolio customization is a flexible option as the holdings can be changed anytime by the Portfolio Manager. This is ideal for investors whose investment horizons may change.

At Enriched Investing Incorporated, we are a dedicated investment counsel firm in Ontario that prioritizes our clients. We provide professional services catered to institutional investors or private investors. Our firm offers clients the choice of creating a customized separately managed portfolio. We put the clients first and design the portfolio to work towards the client’s goals. To learn more about our services, visit our website to speak to one of our team members.