The firm is lowering management fees on 35 funds, eliminating certain series and reducing the minimum investment for other series
Fund’s mandate expanded
Change affects seven Counsel portfolios
Counsel will continue to offer Titan Managed Portfolios
Introduces design enhancements for Counsel Strategic Portfolios
Date confirmed for fund mergers
Fund assets invested in underlying TD Short Term Bond Fund
Fixed rate administration fee will be effective retroactive to Jan. 1
Changes intended to increase transparency, flexibility and efficiency
Name change better reflects Counsel’s role as a comprehensive portfolio service company