Strategic Asset Management - SAM

The Strategic Asset Management service enables your Investment Adviser to work closely with you to help you manage your investment portfolio. The benefits of this service include:

  • Investments are held in your own name so the ultimate control is yours!
  • You are relieved of the time-consuming administration associated with managing a direct investment portfolio. All correspondence relating to your portfolio is handled on your behalf and we ensure you are notified of any action required.
  • Up-to-date portfolio information is available online 24 hours a day.
  • Comprehensive quarterly reports and an annual taxation report are provided, possibly resulting in lower accounting fees.
  • Settlement is facilitated automatically via your cash management account.

Please view our Strategic Asset Management (SAM) Brochure


SAM Reports

SAM provides full taxation, performance, transactional and portfolio valuation reports.

 

SAM Clients Login

Please click here to access your SAM information.