GPS Optimized Portfolios
At Canaccord Genuity Wealth Management, we recognise that managing the risk to your clients’ invested capital is the cornerstone of a complete investment strategy. We therefore share a common goal with you – to help clients maintain and manage their assets within agreed parameters.
In response to demand from our intermediaries we have developed GPS Optimized Portfolios.
These portfolios are a unique investment solution, providing a powerful tool for managing volatility and risk that can complement any wealth strategy. The volatility-led process behind the portfolios aims to insulate the core of a client’s investments from dramatic market fluctuations at the risk level suited to their investment objective.
There are five GPS Optimized Portfolio Solutions that span the risk/return spectrum catering for many different client types:
- Optimized Portfolio #2
- Optimized Portfolio #3
- Optimized Portfolio #4
- Optimized Portfolio #5
- Optimized Portfolio #6
- GPS Optimized Portfolios Client Sales Aid
- GPS Optimized Portfolios Brochure
- GPS O.P Solutions Private Clients
- Application Forms
- Schedule of Charges
No products offered by Canaccord Genuity Wealth Management provide capital protection, we aim to cap volatility to indicative tolerance levels, however, this cannot be guaranteed.
Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.
Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.