{"id":3192,"date":"2026-03-22T16:11:15","date_gmt":"2026-03-22T16:11:15","guid":{"rendered":"http:\/\/altafina-stripped.dev2.wshost.ca\/service\/portfolio-management\/"},"modified":"2026-08-21T16:49:31","modified_gmt":"2026-08-21T16:49:31","slug":"portfolio-management","status":"publish","type":"lws-service","link":"https:\/\/altafina.com\/en\/service\/portfolio-management\/","title":{"rendered":"Portfolio Management"},"content":{"rendered":"\r\n\r\n
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Portfolio Management<\/h1>\r\n <\/div>\r\n\r\n
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Guided by Science, Refined by Experience<\/p>\n <\/div>\r\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\r\n\r\n

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Your wealth, managed with the discipline of leading pension funds<\/h2 class=\"style-h3\"> \r\n
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Many of the world\u2019s largest pension funds have long embraced a predominantly index-based approach grounded in academic research. The objective is simple: to maximize the likelihood of long-term success. We apply that same philosophy to your portfolio, with the rigor, discipline, and expertise it requires. As a result, our approach is less subjective and far more systematic than that of most advisors.<\/p>\n

After more than 20 years of using index ETFs, we have refined our methodology and developed “Index-based Management Plus“<\/strong><\/em>. This approach captures the core benefits of index investing while adding an additional layer of optimization.<\/p>\n <\/div>\r\n \r\n \r\n \r\n <\/div>\r\n <\/div>\r\n\r\n

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What this means for your portfolio<\/h2> \r\n \r\n <\/div>\r\n\r\n \r\n <\/div>\r\n \r\n \r\n
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Greater potential for long-term returns<\/h3>\r\n \r\n \r\n
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Index ETFs allow you to capture market returns more efficiently. Supported by the work of three Nobel laureates, this approach is designed to maximize your likelihood of long-term investment success and stronger long-term returns.<\/p>\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n \r\n

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Exceptional diversification<\/h3>\r\n \r\n \r\n
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Your portfolio is diversified across the world\u2019s major markets, with exposure to hundreds, and sometimes thousands, of individual securities. No unnecessary concentrated bets.<\/p>\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n \r\n

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Lower costs<\/h3>\r\n \r\n \r\n
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An index-based approach keeps product fees well below the national average, allowing more of every dollar you invest to remain invested and working toward your goals.<\/p>\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n \r\n

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Greater tax efficiency<\/h3>\r\n \r\n \r\n
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What matters is not your gross return before tax, but what you ultimately keep after tax. Every investment decision is made with careful consideration of its tax implications.<\/p>\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n \r\n <\/div> <\/div>\r\n\r\n <\/section>\r\n\r\n

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How discretionary portfolio management simplifies and optimizes your finances<\/h2 class=\"style-h3\"> \r\n
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To further simplify and optimize your financial life, we are pleased to offer discretionary portfolio management. Based on parameters clearly established with you in writing<\/strong>, you delegate day-to-day investment decisions to us, in accordance with your objectives and the level of risk you are comfortable with.<\/p>\n