- Personalized Investment Policy Statement
Designed to reflect your needs and goals.
- Multi-level Diversification
Provided by asset class, market capitalization, country and investment style to increase your portfolio's potential returns while managing risk accordingly.
- Manager Selection and Due Diligence
Conducted by Northern Trust Global Advisors, a leading investment management consulting firm.
- Risk Control
Checks and balances are used to manage your portfolio's overall risk.
PLUS
The Pinnacle Program is one of ScotiaMcLeod's premier investment solutions, featuring leading money managers from around the globe. The Pinnacle Program is founded on a highly disciplined investment management consulting process that has traditionally been reserved for large-scale institutional investors and pension funds.
Leveraging this process and drawing on a dedicated team of leading investment professionals, your ScotiaMcLeod advisor will work with you to develop a highly customized strategy, select the best money managers to execute that strategy and provide ongoing performance evaluation and reviews. This gives you the peace of mind of knowing that your portfolio is being managed by experts, regardless of its complexity.
Noteworthy
The premier investment solution featuring leading money managers from around the globe
A highly disciplined process traditionally reserved for large-scale institutional investors and pension funds
A customized investment strategy developed by a dedicated team of leading investment professionals
One Annual Fee Includes:
- Consultations with your ScotiaMcLeod advisor
- Management of your portfolio
- Any adjustments to your investment policy or fund allocation
- Regular reviews and quarterly performance summaries of your portfolio
The fee will be calculated daily as a percentage of the assets in your portfolio and charged to your account on a quarterly basis.
The Pinnacle Program is based on two sound investment principles - asset allocation and diversification.
- Asset allocation is the customized combination of stocks, bonds and cash equivalents appropriate for your personal goals and tolerance for risk
- Diversification manages and reduces your exposure to risk by integrating different funds, management styles and asset classes
PLUS:
In addition to leading-edge asset allocation and risk management, the Pinnacle Program delivers a personal consultative relationship with your ScotiaMcLeod advisor. We will customize a program for you, based on your personal circumstances, objectives and time frame for achieving your goals.
Whether you are planning for your financial security or saving for your children's education, the Pinnacle Program can work for you. And while your circumstances may change, our attention to your portfolio will not.
Best of all, the professional management of the Pinnacle Program leaves you extra time to do the things you really enjoy, with peace of mind.
