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investment & portfolio management

NOW Asset Management

How do we determine who belongs on our 3rd party shelf? 
Client Experience

We work with Portfolio Managers who have an excellent reputation for providing superior client service and know how to collaborate with our Financial Advisors.

Fees & Transparency

We choose Portfolio Managers who have consistent, publicly-available, and agnostic fee structures that do not favour one party more than another.

Size & Stability

We ensure the Asset Managers we work with have a robust  performance record relative to their age as a firm, and manage over $500M in client assets.