Investment Counselling Clients

Investment counselling clients are individuals, families, or small foundations. These clients tend to consolidate their investments due to their need or desire for an holistic approach to managing their investments.

“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”- Douglas Adams

These relationships require a deep understanding of each clients’ overall personal and financial circumstances. We work with each client to formulate objectives and establish comprehensive solutions to address their needs. These include such matters as current or future cash flow requirements, multi-generational wealth transfers, and funding philanthropic requirements. It is not uncommon for us to work closely with clients’ other advisors including financial planners, lawyers, accountants or insurance specialists to ensure continuity of advice and implementation.

Regular formal and informal communication enables us to keep abreast of changing client circumstances. We communicate in a manner and frequency that clients prefer. This includes face to face meetings, e-mail, formal reports and written commentaries.

Common Characteristics of Manitou Investment Counselling Clients:

  • Require tailoring of their portfolios to meet specific objectives.
  • Need to coordinate or plan for current or future cash flow requirements.
  • Consolidating affairs with one advisor takes full advantage of tapered fees and potential tax efficiencies.
  • Investable assets typically between $2 and $15 million

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