INVEST TO A HIGHER STANDARD

Transcription

1 A Better Solution for Your Savings INVEST TO A HIGHER STANDARD Better value for your money - effective diversification, top expertise and more attention paid to rebalancing your portfolio Core and alternative investments delivered in a single diversified portfolio Access to top independent managers The primary objective of the is to maximize total investment return using a balance of current income and longer-term capital growth. Preservation of capital is paramount with each investment that is made. A Prudent Conversion of Your Mutual Fund Portfolio It s easy to access Lonsdale Wealth Partners Portfolios. You simply transfer your existing mutual fund portfolio (or individual stock/bond holdings) in kind or in cash. We analyze your portfolio and provide a written investment plan prior to making any changes one that takes into careful consideration tax consequences, portfolio leverage and deferred sales charges to ensure an optimal transition that meets your needs. We will deliver a level of ongoing reporting that is clear, comprehensive and provide a transparent look at performance in absolute terms and against relevant benchmarks along with commentary about strategy and results. We make it easy for you to understand and oversee your investments. INVEST TO A HIGHER STANDARD Minimum Family Investment: $50,000 Management Fee: 2% 469 King Street West, 4th Floor Toronto, Ontario, Canada M5V 1K4 Telephone: Toll-Free: June 2014 All rights reserved. Newport Private Wealth and Lonsdale Wealth Partners are marks of Newport Partners LP. Newport Private Wealth carries on its business through Newport Private Wealth Inc. and its affiliate, Newport Insurance LP.

2 What if investing didn t feel like a roller coaster? What if you had more consistent performance? What if you could access some of the top money managers used by high net worth investors at an entry point that s within your means? Now you can. Introducing Lonsdale Wealth Partners, a division of Newport Private Wealth Inc. ( Newport Private Wealth ), one of Canada s largest independent wealth management firms for high net worth individuals with more than approximately $1.4 billion of assets under management. Lonsdale Wealth Partners provides a unique opportunity to access the same elite investment advantages enjoyed by high net worth and institutional investors. Our investment platform is based on principles of broad diversification across multiple asset classes that are seldom included in individual investor portfolios. Our success is owing to a proven ability to protect investors capital, earn attractive rates of return, and avoid unnecessary risks. That s investing to a higher standard. The Advisor You Trust A Portfolio That Gives You Confidence Lonsdale Wealth Partners will work alongside your existing financial advisor as part of your wealth management team. We provide a full-service wealth management solution for your core investment portfolio. You will continue to work with your financial advisor who will provide financial and estate planning services (e.g., tax, insurance) and other investment alternatives while providing you access to the Lonsdale Wealth Partners Portfolios. YOUR ADVISOR Financial & Estate Planning Relationship Management Other Investment Alternatives Portfolio Management YOUR WEALTH MANAGEMENT TEAM Client Service & Support Portfolio Reporting & Communication LONSDALE WEALTH PARTNERS

3 High Net Worth Investing for Retail Investors If your investments haven t performed according to your expectations, one reason may be lack of diversification amongst asset categories. Most individuals portfolios contain only a mix of different types of stocks and bonds, which can be insufficient to protect downside and enhance returns today. Case in point: Over the past 15 years, a portfolio made up of 60% stocks and 40% bonds performed almost exactly the same as a 100% stock portfolio.* In other words, the traditional portfolio has failed to protect investors. Traditional Mutual Fund Portfolio Canadian Equities U.S. Equities International Equities Bonds Corporate Bonds High Yield and Mezzanine Debt Canadian Equities U.S. Equities International Equities Real Estate Cash High net worth and institutional investors (think large pension funds and sophisticated family offices) enjoy certain investment advantages owing to their size, scale and access to superior expertise. How Do the Wealthy Reduce Risk? Their portfolios are grounded in broad diversification including hard-toaccess investments in apartment buildings, mortgages, and private equity, for example. These are investments that reduce portfolio risk and enhance performance. They also have access to specialty expertise: independent and talented money managers to help them make these investments. The Lonsdale Wealth Partners Portfolios provide individual investors with access to proper diversification and top-notch expertise. *The two portfolios had a 0.99 correlation. Source: BlackRock The New Diversification: Open Your Eyes to Alternatives

4 Newport Private Wealth s Investment Committee directs asset mix, investment strategy and selection; hiring and monitoring of asset category specialists; and rebalancing for the Lonsdale Wealth Partners Portfolios. A Better Ability to Manage Asset Mix Asset mix refers to the process of adjusting the investment portfolio depending on how much risk and reward are present in an asset category under current market conditions. At Lonsdale Wealth Partners, the process starts at the top: a top-down approach by our ten-person Investment Committee think of us as your own management team having expert skill sets and setting asset mix and investment strategy. Better Diversification. Better Performance Newport Private Wealth has up to 10 different asset categories from which to build its portfolios. Why is this important? It provides more ways to limit risk and more places to find opportunity than with a pure stock/bond portfolio. This helps to provide more consistency and better performance through market cycles. Top Independent Asset Category Specialists With approximately $1.4 billion in assets under management and a full-time focus on managing portfolios we gain access to people and opportunities that ordinary investors and conventional advisors cannot. Our size, expertise and network allow us to source top independent asset category specialists for your portfolio. Our independence from these specialists ensures we are objective with our decisions and avoid conflicts. All managers are selected for their track record and suitability for individual investors. A Constant Watch Over Your Portfolio Investment markets are constantly changing. Portfolio rebalancing is the act of changing your exposure and weightings among different asset classes based on current market and economic fundamentals. Our circular process of constant monitoring and re-balancing of both asset specialists and investments ensures a pro-active approach to managing your money.

5 A Better Solution for Your Savings INVEST TO A HIGHER STANDARD Better value for your money - effective diversification, top expertise and more attention paid to rebalancing your portfolio Core and alternative investments delivered in a single diversified portfolio Access to top independent managers The primary objective of the is to maximize total investment return using a balance of current income and longer-term capital growth. Preservation of capital is paramount with each investment that is made. A Prudent Conversion of Your Mutual Fund Portfolio It s easy to access Lonsdale Wealth Partners Portfolios. You simply transfer your existing mutual fund portfolio (or individual stock/bond holdings) in kind or in cash. We analyze your portfolio and provide a written investment plan prior to making any changes one that takes into careful consideration tax consequences, portfolio leverage and deferred sales charges to ensure an optimal transition that meets your needs. We will deliver a level of ongoing reporting that is clear, comprehensive and provide a transparent look at performance in absolute terms and against relevant benchmarks along with commentary about strategy and results. We make it easy for you to understand and oversee your investments. INVEST TO A HIGHER STANDARD Minimum Family Investment: $50,000 Management Fee: 2% 469 King Street West, 4th Floor Toronto, Ontario, Canada M5V 1K4 Telephone: Toll-Free: June 2014 All rights reserved. Newport Private Wealth and Lonsdale Wealth Partners are marks of Newport Partners LP. Newport Private Wealth carries on its business through Newport Private Wealth Inc. and its affiliate, Newport Insurance LP.

6 A Better Solution for Your Savings INVEST TO A HIGHER STANDARD Better value for your money - effective diversification, top expertise and more attention paid to rebalancing your portfolio Core and alternative investments delivered in a single diversified portfolio Access to top independent managers The primary objective of the is to maximize total investment return using a balance of current income and longer-term capital growth. Preservation of capital is paramount with each investment that is made. A Prudent Conversion of Your Mutual Fund Portfolio It s easy to access Lonsdale Wealth Partners Portfolios. You simply transfer your existing mutual fund portfolio (or individual stock/bond holdings) in kind or in cash. We analyze your portfolio and provide a written investment plan prior to making any changes one that takes into careful consideration tax consequences, portfolio leverage and deferred sales charges to ensure an optimal transition that meets your needs. We will deliver a level of ongoing reporting that is clear, comprehensive and provide a transparent look at performance in absolute terms and against relevant benchmarks along with commentary about strategy and results. We make it easy for you to understand and oversee your investments. INVEST TO A HIGHER STANDARD Minimum Family Investment: $50,000 Management Fee: 2% 469 King Street West, 4th Floor Toronto, Ontario, Canada M5V 1K4 Telephone: Toll-Free: June 2014 All rights reserved. Newport Private Wealth and Lonsdale Wealth Partners are marks of Newport Partners LP. Newport Private Wealth carries on its business through Newport Private Wealth Inc. and its affiliate, Newport Insurance LP.