MSP’s purpose

Key summary points:

  • Managed Strategy Portfolio is focused toward clients who prefer a hands-off approach to the markets.

  • Performance is published live and can be discussed in detail.

  • The concepts of high, low, and medium risk are not one-size-fits-all and depend on the individual’s stage in life, past investments, and other personal factors.

  • The MSP service is tailorable and can adjust performance and risk according to client preferences. The tailoring aspect of the service is important to understand.

  • The core strategy has been running since April 2016 and is based on time-tested market principles.

  • Clients come from all walks of life, with many being retirees or those nearing retirement.

  • Four components to consider for the MSP service: security, setup, performance, and strategy.