Antares’ offering is based on the notion that every investor is unique and requires a unique portfolio. Your clients’ situations may be similar to others, but they are not likely to be exactly the same. Our approach allows your clients to invest in a way that is completely tailored to their unique situations.
The starting point is having direct contact with a Portfolio Manager. As the person entrusted with making day-to-day investing decisions it is important for the Portfolio Manager to have a good understanding of your clients’ personal life-stage. A discussion about their investing goals and primary areas of concern ensures that the Portfolio Manager understands your clients’ unique life circumstances. They are then able to make informed decisions about the approach that would work best to accomplish your clients’ goals.
Once the Portfolio Manager has a good understanding of what your clients need their money to do for them, they will develop an Investment Policy Statement, which puts in writing the specific manner in which each of your clients’ portfolios will be managed. Ongoing contact and regular newsletters ensure that your clients are informed along the way and that any questions or concerns are dealt with promptly. Meetings are also set up to review your clients’ portfolios and ensure that our approach is still in keeping with their goals.
One of the drawbacks to investing with mutual funds is that you or your clients are not able to pick up the phone and have a discussion with the fund manager. We believe that the best way to manage a portfolio is to have a good understanding of what that portfolio needs to do for your clients. And the only way to get that understanding is to sit down face to face with you and your clients to discuss their needs.
Antares is able to provide our services to you and your clients in a variety of different formats:
- RSP, Spousal RSP, Locked in RSP, RIF, LIF, LRIF, LIRA
- Non-registered cash account
- Tax Free Account
- Corporate Accounts
- Company Pension Plans
- Individual Pension Plans
- Foundations, Formal or Informal Trusts, Endowments
Antares is registered to provide discretionary portfolio management services to clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, and Nunavut.