Discretionary Private Portfolio Management
Discretionary portfolio management (D.P.M.)
Lonsdale Wealth Partners, a division of Newport Private Wealth Inc., is a unique and new alternative for investors and advisors tired of the ‘same-old, same-old’ strategies, high market volatility and heavy load fees of traditional mutual funds.
Lonsdale Wealth Partners allows investors to benefit from the investment advantages enjoyed by high net worth and large institutional investors, with an accessible entry point of $ 200,000.
Lonsdale Wealth Partners Portfolios will be managed by Newport Private Wealth, one of the largest independent wealth managers for high net worth individuals in Canada. Newport Private Wealth has more than $1 billion of assets under management.
Minimum Account size: $200,000
Newport Private wealth, a fully independent wealth management firm from Toronto, ON, has over 2 billion in A.U.M. (assets under management) with a track record of being able NOT TO LOSE money.
Not only do they offer proprietary investment opportunities, they also mimic the institutional approach of investing by adding asset classes that are not directly tied to the world wide stock/bond markets. This allows them to mitigate risk and better diversify.
Their mandates have shown to provide a platform of great participation when markets go up, and only a small participation when these markets inevitably correct, thus allowing investors to sleep well.
Minimum account size : $ 1,000,000
TwinView Financial LTD, thru Triview Capital LTD, have entered into a referral agreement with Newport Private wealth/Lonsdale Private wealth. Twinview Financial LTD makes introduction to Newport/Lonsdale for its discretionary portfolio management services. When you become a cleint of Newport/Lonsdale a referral fee will be paid to Twinview Financial LTD thru Triview Capital LTD from the discretionary investment management fees the portfolio generates.
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