With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect their wealth. Canaccord Genuity Wealth Management (CGWM) ETF Portfolios can offer a low-cost way for investors to benefit from a professionally managed portfolio of exchange-traded funds (ETFs).
ETFs offer you:
• Diversification through exposure to a wide range of asset classes, geographies and market segments • Transparency of portfolio positioning • Straightforward fees, with no “load” fees or trailers • Potential tax benefits • Increased trading flexibility and liquidity which facilitates capital preservation during market downturns
Features and Benefits:
• More focused investment exposures which better account for country, currency and thematic risks than passive ETF strategies • Top-down global macro strategy and tactical asset allocation to better protect capital • Low-cost global diversification to address increasingly interconnected global markets • Experienced investment management team with strong track record • Exclusive to Canaccord Genuity Wealth Management
Katevatis Wealth Management