Why
consider Heward
We work closely with the client and external
advisors to ensure their objectives are met on an ongoing basis.
With our team approach, international connections, and proven
portfolio management track record, we are ideally positioned to
meet your particular investment needs and provide strong and steady
growth.
Our independence, controlled size, investment
experience, and commitment to our clients make our firm an attractive
alternative to the giants in the investment business.
Additional
benefits:
-
Access to the portfolio managers - you
can call upon the managers who are making your investment
decisions whenever you wish.
-
Cost competitive
-
Negotiated
rates - lower custodial fees and brokerage commissions vs.
other investment products.
-
We
can control the client's tax position at year-end - unlike
units in mutual/pool funds, in which clients are often surprised
with year-end capital gains bills. We take the time to review
the client's capital gains position before year-end in order
to minimize the tax bill.
-
No
conflicts of interest in deciding the investment strategy
and no engagement in any brokerage or underwriting activities.
