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, designed to meet the client's specific objectives.
Performance. Interinvest is a risk-averse manager for which preservation of capital is the highest priority. We will therefore hold high quantities of cash when our research tells us that the risk is high. Over time, we believe that our method and discipline have produced excellent results for our clients.
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:
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.
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