Customized portfolios designed to reduce risk and optimize returns.
Heward works with each client to best understand individual investment expectations and relative risk tolerance. On this basis, and in consideration of assets under management, the firm will provide the necessary guidance to ensure an optimal fit between each client and specific financial service offerings.
Custom Portfolios
Our custom portfolios (Segregated Account Mandates) are signed agreements between the firm and our clients. Investment decisions are governed by client objectives and constraints as documented in the Investment Policy Statement (IPS).
Segregated Accounts are generally managed individually or by Family Group which as a whole corresponds to a specific mandate. The minimum investment is $1,000,000. We work with clients to determine which segregated account mandates best correspond to their needs. Portfolios can be customized to accommodate the most unique circumstances.
Managed Mandates
Heward also offers discretionary investment management services to external investment managers and wealth management professionals.
These services include:
- Wrap products based on model portfolios
- Advisory-based services
- Discretionary investment management services to mutual funds
We offer portfolio construction, implementation, performance presentation, and other services as requested.