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Model Portfolios
Wilson HTM provides a number of portfolio solutions for clients wishing to adopt a hands off approach to investing but to own the individual equities within their portfolio.
The portfolio you select will obviously depend on your life phase and investment objectives e.g. someone approaching retirement could select an income producing portfolio, whereas younger investors might put more emphasis on capital growth. Benefits include;
- Access to Wilson HTM's professional investment managers
- All administration is taken care of and reporting is available 24 hours a day online
- You are always the beneficial owner of the underlying investments
- You can in-specie transfer the shares to your own broker account, i.e. avoiding capital gains, buy/sell spreads and broker fees.
- A variety of portfolio options are available
This service is best suited for individuals with $50,000 to invest.
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