Private Wealth 1859's investment philosophy is to seek long-term capital appreciation while minimizing risk and volatility. Our approach consists primarily in delegating asset management in order to combine the expertise and experience of independent professional managers, so as to provide you with complete portfolio diversification by sector, asset class, country, geographic region, and management style. Regularly rebalancing your portfolio to ensure that it remains in line with your personalized investment policy statement provides further comfort that your strategy remains optimal over time. Our portfolio management services include :

• Comprehensive, integrated offering;
• Individual holdings, private pools and ETF, etc.;
• Diversification through a wide variety of asset classes;
• Foreign exchange management;
• Competitive comprehensive pricing;
• Transparent fees that are often deductible.

The goal of our methodology is to grow your capital over the long term while minimizing your portfolio's volatility. In terms of portfolio management, we favour a delegated approach built on the expertise, experience and independence of professional managers. The result is complete diversification of your portfolio by sector, asset class, country, region and management style.

• Defining your investor profile : investment horizon and risk tolerance;
• Drafting an investment policy statement : clear rules of engagement;
• Choosing internal and external portfolio managers;
• Determining optimum combinations of asset classes, sectors and regions;
• Combining management styles : value, growth and other;
• Applying strategic and tactical management : risk-return balance and adjustments according to market events;
• Optimizing investment choices from a tax standpoint;
• Monitoring and adjusting on an ongoing basis.