Custom Segregated Holdings CONTACT US
- Direct ownership of stocks, bonds, and preferred shares
- Provides enhanced customization
- Enables transfers “in-kind”
Customized Portfolio Solutions
This strategy provides a holistic approach to customizing an investment portfolio based on each client's unique long term objectives. This solution looks at a client's overall financial picture in terms of; investment time horizon, total return objectives, risk tolerance, income needs, taxation, estate planning, and family considerations. It incorporates a thorough review of asset allocation based on their investable assets. This customized solution offers direct ownership of stocks, bonds, preferred shares, and other CWB McLean & Partners' investment pools. It also allows clients to transfer in existing investments "in-kind".