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Embed code for: Welcome Forstrong Global Asset Management
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April 23, 2014
123 Front Street
Dear Mr. Smith
As your financial advisor, please know that I’m always looking out for your best interests. In that spirit, and in my continuing effort to bring you the best possible investment solutions, I would like to welcome Forstrong Global Asset Management.
Forstrong has been providing Canadian investors with a proven process of managing risk by identifying major trends, choosing the right asset classes and managing currency within their portfolios. Forstrong understands that no two investors are alike and allows each of these factors to be customized to your needs.
There have been significant developments in the world of investing over the last few years. In many ways, it has become more complex as the world has globalised and Canada has been more influenced by international factors. Forstrong is an experienced group of investment managers that have proactively taken steps to navigate this new investing climate. I believe we should consider outsourcing the portfolio management portion of your overall financial plan to this discretionary portfolio manager.
Discretionary Portfolio Managers offer the benefit of specialized expertise, reduced costs, and increase tax efficiency. Forstrong uses a structure known as a Separately Managed Account (SMAs).
Benefits of SMA include:
Lower management fees
Potential tax deductibility of the fees
Each client has their own privately managed portfolio with individual cost and tax base
Complete portfolio and fee transparency