Pooled Fund vs. Customized Strategy
POOLED FUND
CUSTOMIZED
Strategy
All investors have the same strategy
Purpose driven: based on client’s situation and needs
Changes to Strategy
Implemented for all investors regardless of tax impact or tolerance
Purpose driven: based on client’s situation and needs
Cost
All investors pay the same
Based on your strategy
Tax Implications
All investors share the tax liability each year regardless of individual transactions
Unique to the investor – not impacted by other investor’s transactions
Tax Planning
Limited
Potential to harvest capital losses & gains
Income Planning
Limited
Purpose driven: designed to meet the client’s income needs
Income Distributions
Must be reinvested in same pool
Purpose driven: reinvest in same or other investment, use to meet income needs
Retirement
What are Platinum Private Portfolios?
Understanding The Investment
Platinum Private Portfolios are a unique mix of Institutional Money Managers, and ETF’s, put together specifically by Wellington-Altus Private Wealth (“WAPW”) for our clients.
These portfolios are only available to WAPW private clients and you cannot purchase these individually crafted portfolios anywhere else.
Platinum Private Portfolios are fully managed on a discretionary basis. Meaning, we will actively manage the portfolio on your behalf without having to hassle you every time we need to make a trade to re-balance.
All money managers for Platinum Private Portfolios are continually monitored, reviewed, and assessed to ensure top notch money management on our clients’ behalf.
