Altamira Investment Services Inc. introduced Meritage Portfolios on Thursday, a unique series of 12 portfolios that represent an exceptional investment opportunity on many levels.
Each portfolio is a blend of funds that truly represents the best-of-the-best, quantitatively-selected from a field of 5,000, before arriving at 17 funds – each chosen for their performance potential, the quality and consistency of their track record, as well as the complementary management style of their leading portfolio managers, the company said.
“Competitively-priced, we strongly believe that this is exactly the investment solution that advisors and investors have been waiting for,” said Charles Guay, president and CEO of Altamira.
Meritage Portfolios will appeal to a broad base of investors at diverse stages of life and representing a variety of risk profiles. They offer an all-in-one investment opportunity to achieve optimal diversification by asset class, geography, market capitalization and management style in a fund-of-funds wrap program. There is a choice of five investment portfolios, five income-oriented portfolios with a fixed distribution and two pure equity portfolios. At the same time, Meritage Portfolios provide investors with open-door access to information in the form of a dedicated website, newsletters, personalized statements and simplified, single tax reporting slips.
To achieve complete objectivity, the portfolios have been built using the Select Rating System, a purely quantitative process. Best practices are ensured as all Meritage Portfolios selection processes are approved and monitored by Aon Consulting, adding additional levels of objectivity and independence. Meritage Portfolios are a standalone brand to be offered exclusively through independent brokers and financial advisors.
Altamira introduces Meritage Portfolios
- By: IE Staff
- September 28, 2006 September 28, 2006
- 09:44