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Separately Managed Accounts
| Trapeze Asset Management Inc.
offers a variety of accounts which are separately managed on
a fully discretionary basis. The type of account suitable for
each client depends on that client’s objectives, circumstances,
risk tolerance and tax considerations. TAMI offers actively
managed accounts to clients with Growth, Income or Balanced
objectives. For each client’s account, we construct a
diversified portfolio based on our firm’s model portfolio(s),
personalized to match the client’s mandate. TAMI ’s
managed accounts are offered to those with $500,000 or more. |
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Growth
Accounts
Income Accounts
Balanced Accounts |
Benefits of Separately Managed Accounts
- Individual, customized portfolios that account for personal
circumstances such as investment objectives and risk tolerance,
as well as income requirements.
- Investor's ability to make specific portfolio requests, such
as tax-related trading, avoidance of specific stocks, etc.
- Personalized service from a Portfolio Manager, highly experienced
in discretionary portfolio management.
- Investments can be managed for tax efficiency (i.e. the portfolio
manager can structure the portfolio and time the transactions
to mitigate the tax impact while maximizing performance in line
with the investor's goals).
- Individual account reporting - positions, transactions, performance,
and annual tax reporting.
- Management fee based on assets under management (client also
pays institutional commission rates), rather than a standard brokerage
commission-based structure. Base management fee includes investment
counseling, portfolio management, and ongoing account administration.
- Performance-based fee provides manager with incentive and aligns
manager’s interest with client’s performance. Incentive
fee is paid only after a hurdle rate (8% per annum) is achieved.
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Separately
Managed Accounts |
Management Fees
| Historical Performance