The Everitt Lawson Group Discretionary Management service provides you with agile, responsive, professional portfolio management delivered by a professional portfolio manager. The increasing complexity of contemporary financial markets demands highly-focused and targeted expertise to generate the returns our valued clients expect.
Your dedicated portfolio manager closely monitors your portfolio thus ensuring that its components – the assets like stock and/or bonds – continue to perform in line with expectations and that the portfolio itself remains representative of the risk tolerances agreed with Everitt Lawson Group at the outset.
Unrivaled Speed and Flexibility
The main advantage of discretionary management is the flexibility and speed with which your portfolio manager is able to act on opportunities on your behalf. He/she can acquire a stock, a fixed income product or a commodity at a favorable price without first having to consult you and obtain your permission. This could mean the difference between acquiring an asset at an advantageous price and missing out on the window of opportunity while your authorization is sought.
Of course, it is extremely important that we act within certain guidelines established at the outset so that we don’t invest in assets that would increase your exposure to unacceptable levels of risk. For example, If you were extremely averse to risk, we would be obliged to avoid purchasing anything but very safe fixed income products like sovereign bonds, high grade corporate debt or blue-chip stocks.
Ensuring You Remain Apprised
Once the discretionary portfolio is created, Everitt Lawson Group handles all the documentation and furnishes you with comprehensive records detailing the terms of the arrangement and our mandate. Naturally, you will be apprised of your portfolio’s performance via regular reviews and valuations. You will also be able to access details of your portfolio online through a secure portal accessible through our website.
Advisory Investment Management
Everitt Lawson Group’s advisory investment management service extends full portfolio management features and advantages as well as a range of other facilities to clients who prefer to be briefed on investment decisions prior to execution. As with our discretionary service, we set down parameters and risk tolerances in stone after discussions with you.
Retaining ultimate control
The main difference compared to our Discretionary service is that the final decision on whether or not to act on recommendations made within these parameters rests entirely with you. We must have your authorization for our portfolio managers to act. You benefit from the same high-grade research, the unwavering attention to detail and the regular performance reviews, however, you will run the risk of missing out on opportunities if our portfolio managers are unable to establish contact with you to secure your authorization.
We offer a comprehensive suite of services to our esteemed clientele, each one flexible enough to be tailored to their exacting requirements.
There are two key ways in which we are able to represent our clients in the financial markets. Irrespective of which you choose, you can rest assured that Everitt Lawson Group will do its utmost to ensure that you receive the highest level of service and the best possible guidance.
Everitt Lawson Group has a broad spectrum of clients; from ABC1 individuals and institutions to ultra-high net worth individuals and their families (UNHWs). For many of these UHNWs, management of wealth and the effective administration of investment portfolios is the equivalent of a full-time job. Our family office can lighten the load.