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.
investment & portfolio management
NOW Asset Management
How do we determine who belongs on our 3rd party shelf?
Fees & Transparency
We choose Portfolio Managers who have consistent, publicly-available, and agnostic fee structures that do not favour one party more than another. We work only with firms that adhere to the strictest regulatory requirements.
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.