Individually Managed Portfolios

 

Interinvest's Individually Managed Portfolios are our core offering.  Clients benefit from having individual, segregated, actively managed, discretionary accounts of securities constantly and vigilantly monitored by our team of professionals.

 

Interinvest uses a bifurcated approach to portfolio construction. We invest in select debt and equity opportunities where we believe there exists significant optionality and growth opportunity while the rest of the portfolio is invested in cash equivalent securities that allow us to lower overall portfolio volatility as well as afford Interinvest the flexibility to invest opportunistically as markets change and new opportunities present themselves. Interinvest is able to tailor this approach to the client’s needs and risk appetite by varying the allocation of each bucket within the overall portfolio.

 

Transparency. All our accounts are segregated and clients have full discretion in choosing their custodial institution. Interinvest does not act as a custodian. The frequency and format of reporting are tailored to the client's needs.

 

Customization. Interinvest does not invest in funds; it builds and manages each portfolio as requested by the client, with constant monitoring and consequent decisions regarding trading, profit-taking and position sizes. Interinvest is committed to building fully customized portfolios for all of its client accounts.

 

The basic portfolio mandates we manage for clients are:
Global Equity, International Equity, Global Balanced, Enhanced Income (fixed income oriented portfolio with a small equity weighting).

 

Interinvest occasionally manages portfolios individually developed for clients; special mandates have included North American equity, Cash management, High yield, and Currency.

 

For details about our managed portfolio offerings, including information on performance and procedures please contact us.