Portfolio Management

The Counsel Portfolio Management Team designs and structures investment solutions to suit the varied risk-return needs of clients. Counsel’s investment solutions are designed with an optimal mix of asset classes, geographic sector allocation and investment styles to provide well-diversified investment solutions. The team engages the services of an independent portfolio modeling service provider to support the periodic review of Counsel’s portfolio solutions.

The team is responsible for maintaining Counsel’s high quality roster of independent investment specialists.

They objectively research a wide universe of potential candidates to select ideal specialists for each investment solution using quantitative and qualitative methods. The team implements a rigorous monitoring process to keep each investment specialist accountable. This includes a review of investment specialist’s performance relative to the markets and their peers, while monitoring adherence to their mandates and investment styles. In addition, they evaluate changes within the corporate structure of the investment specialists’ firms and their investment management teams to determine if any such change would affect a portfolio’s potential long-term performance. If necessary, the team will replace investment specialists.


Portfolio Management Services provided by Counsel Portfolio Services

portfolio management process