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ENJOY THE FREEDOM

of personal wealth management.

PORTFOLIO MANAGEMENT

Partner with us and open the doors to a full range of investment solutions across asset classes and geographies—fixed income, equities, asset allocation, specialty mandates, and alternative strategies—along with a variety of investment styles.


With your personal Portfolio Manager at the helm, responsible for setting direction and strategy, and selecting investments for your portfolio, there’s time for you to fit more life into life.  Every aspect of managing your portfolio – including your investment strategy, researching investment opportunities, selecting securities to buy and at what price – is taken care of by your personal Portfolio Manager, a highly qualified financial professional. You will benefit from:

  • A simpler and superior investment experience 
  • The comfort knowing that investing decisions are in expert, professional hands 
  • Many levels of oversight to ensure your accounts are managed according to guidelines established in your initial IPS meeting 
  • One all-inclusive fee, covering all costs related to the ongoing administration and management of your AMP account



A TRUSTED PROFESSIONAL LEADS THE WAY
When you delegate the responsibility of investing to your personal Portfolio Manager you want the right professional leading the way. Your personal Portfolio Manager is an accredited and licensed financial professional who employs prudent and personal thinking to manage your wealth.


EXPERTISE MEETS EXPERIENCE
Your Portfolio Manager committed significant time and effort to become a Portfolio Manager. It’s a title reserved for a select group of investment professionals. It requires advanced investment qualifications, professional development and extensive experience advising clients.


INVESTMENT MANAGEMENT TAILORED TO YOU
Your Portfolio Manager follows a comprehensive framework to create, manage and continually assess your investment strategy to ensure it meets your personal circumstances and financial goals.

 

Experience the freedom of personal, professional wealth management. Simplify investing so you can fit more life into life. Contact us for more details.