Counsel All Equity Portfolio
Counsel All Equity Portfolio uses a comprehensive yet simple to understand process for investing. The Portfolio seeks to achieve long-term capital appreciation by investing in securities of a variety of Canadian, U.S. and international equity investments.
Features and Benefits
- Exposure to multiple sub-advisors, each with a strong investment process
- Counsel’s rigorous process for investment specialist selection and continued monitoring
- Proper portfolio diversification achieved through the optimal combination of asset class, geographic exposure, market capitalization ranges and investment styles
- Periodic evaluation by an independent portfolio modeling service provider to verify that the Portfolio efficient from a risk-return perspective
- Automatically rebalancing towards the Portfolio’s target mix of asset classes, geographic exposure and investment styles.
- Clear, concise and consolidated reporting
View the Counsel All Equity Portfolio At-a-Glance Profile for a overview of the investment solution.