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Meeting the Needs of Today’s Investors
Financial markets offer individual investors enormous growth potential. But markets are complex and managing your own portfolio takes a great deal of time and effort. That’s why a growing number of investors are delegating the daily management of their investments to professional managers who look after their daily interests, make decisions for them – without consulting them every time – and report regularly on portfolio performance. This approach is called discretionary management and it features a number of advantages.
Mutual funds are a first option to consider. Investing even as little as a few hundred dollars in such funds entitles you to have all or part of your portfolio managed by the management team for the fund or funds you have chosen.
National Bank Financial also offers you Baskets and Turnkey Investment Solutions, designed for different investor profiles.
Each of these options gives you the services of an investment expert who acts as an envoy to personally oversee your interests in the complex world of investing.
Baskets
"Baskets" are model portfolios designed by our Investment Committee, in which you can invest for a reasonable fee. With a single order to buy, you acquire a diversified selection of stocks. This innovative approach offers you the best of two worlds: you do not have to purchase stocks one at a time, or have to make do with units in a mutual fund, yet you enjoy the benefits of both. You also obtain considerable savings on transaction costs, and profit from professional management. National Bank Financial offers an assortment of baskets: the Top 15 Basket, the Growth Basket, the U.S. Basket, the Bond Basket, the Dividend Basket, the Stripped Coupon Basket and the Asset Allocation Basket
National Bank Financial Turnkey Solutions
There are four different services in our Turnkey Solutions: Emissary Portfolio Service, Delegate Portfolio Service, Ambassador Portfolio Service and Private Wealth Management Service. For more information, please see the section on these services.
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