Investment Decisions
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
Privately Managed Portfolios
Access to Discretionary Investing
Through Thor Wealth Management Group, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, leaving you free to focus on your other priorities. In exchange for one transparent, asset-based cost, we drive your portfolio’s long-term success, responding nimbly to sudden opportunities and risks. Our strategy is guided by your customized Investment Policy Statement (IPS) based on your objectives and financial situation and setting out the asset allocation and diversification of your portfolio.
The Importance of Portfolio Management
As Portfolio Managers, we have a duty to act in your best interests with care, honesty and good faith. As part of this mandate, we draw on the expertise of TD specialists, risk management specialists and research analysts. Their input helps us to not only manage your portfolio, but also to identify opportunities that lie in market shifts. Our wealth plan is based on a foundation of:
- Protecting your investment capital
- Providing tax-efficiently within the wealth plan
- Growing your capital overtime to protect the purchasing power of your principal.
Benefits of Discretionary Investing
Here are the three main benefits of Discretionary Investing
Transparent Fees
One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Swift Decision Making
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
Want to learn more about Discretionary Investing?
Contact us to learn more about how Discretionary Investing can work for you
