Investing For Your Needs - Investment Programs

For high net worth clients, the Worldsource Managed Account program provides access to one of the world’s leading institutional asset managers, Guardian Capital LP, sophisticated portfolio construction and risk optimization, competitive fees, and comprehensive reporting.

Guardian Capital LP follows a disciplined planning process, emphasizing risk management and diversification, and engaging well respected and highly professional investment managers.

Based on your answers to a Program Questionnaire and on an assessment of your personal situation, a customized Statement of Investment Policy is developed to prioritize your investment goals, time horizon and your risk tolerance. The Statement of Investment Policy embodies Guardian’s recommendation for the future management of your portfolio.

You will receive quarterly statements summarizing the development and allocation of assets detailing existing holdings, and showing the performance of each mandate and of the total portfolio (net of fees). The quarterly statement will also include reference to relevant market indices.