Segregated mandated portfolios – These are tailored to meet each client’s specific objectives and individually suited to their needs. Clients are never in a ‘one size fits all’ model and that personal attention is a focus for our company.
Coleford uses a custodian and by employing an independent third party is a common practice for all private wealth managers. We have many custodial relationships with Canada’s leading trust and brokerage firms and strive to find the best fit for our clients.
As the word implies, the custodian holds the securities in safekeeping and has the specialized resources to offer this service. The custodian does not have any authority to make day-to-day investment decisions. These decisions are the responsibility of the managers of Coleford.