Privately Managed Portfolios
By choosing TD Privately Managed Portfolios offered through TD Wealth Private Investment Advice, you will work closely with a dedicated Associate Portfolio Manager who will listen to your needs and deliver tailored wealth management strategies aligned to your individual financial goals.
There are many features of TD Privately Managed Portfolios, including:
- A dedicated one-on-one relationship with an Associate Portfolio Manager, who will strive to understand you and your unique financial needs and goals while managing your portfolio on a discretionary basis.
- An in-depth TD Wealth discovery process aimed at understanding your unique financial circumstances.
- Associate Portfolio Managers have access to a broad range of research and resources through TD Wealth giving them expertise when designing your portfolio.
- Accounts are subject to regular reviews to help ensure client portfolios align to the client’s Investment Policy Statement (IPS) and to the Investment Management Guidelines set for TD Privately Managed Portfolios.
Only a qualified group of Investment Advisors at TD are eligible to provide discretionary portfolio management through TD Wealth Private Investment Advice.
To become an Associate Portfolio Manager at TD Wealth Private Investment Advice, an individual must:
- Be approved through an in-depth application process which evaluates the education, skills and experience required.
- Meet tenure and assets under administration threshold requirements established by TD Wealth Private Investment Advice.
- Complete educational requirements by obtaining the Chartered Investment Manager (CIM®) or Chartered Financial Analyst® (CFA®) designations.