How We Build Portfolios That Help You Sleep Soundly

Integrated Wealth Management delivered a presentation at the 2023 MoneyTalks World Outlook Financial Conference sharing our firm’s philosophies and strategies used by our portfolio managers. We highlighted how our portfolio managers:

  • Structure portfolios and manage risk to significantly reduce portfolio volatility
  • Construct high yield portfolios to produce strong income for retirees or to reinvest into portfolios to enhance long term growth
  • Take advantage of high potential themes such as the Commodities Super Cycle
  • Invest up clients who’ve been out of the markets for extended time frames or have been parked in GIC’s (and are afraid of experiencing large portfolio declines right after entering the market – so they’ve defaulted to doing nothing)
  • Generated significant outperformance during a difficult 2022 including investment returns

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