GPS Optimized Portfolio Service for intermediaries
When creating an investment strategy for your clients, our goal is the same as yours: to help them maintain and manage their assets within agreed parameters. This means managing the risk to their capital in a way that suits each client's individual attitude to risk v returns.
Our GPS Optimized portfolios are designed to protect your clients by aiming to cap the level of volatility in their portfolios.
The annual cap is set according to five different risk categories, spanning the risk/return spectrum. GPS Optimized manages each annual cap with exclusive tools, including the Market Stress Indicator (MSI). The portfolio's dynamic asset allocation means that during times of market stress, it re-allocates assets to remove excess volatility.
Research tells us that over the long term it's far more important for investors to avoid the worst market losses than it is to capture the largest gains. With this in mind, GPS Optimized portfolios don't try to time the market. Instead, they help to get clients out of harm’s way when periods of intense volatility are approaching.
Why choose GPS Optimized portfolios for your clients?
- Innovative, forward-looking risk management framework
- Alternative approach to diversification
- Focus on reducing the potential for capital loss.
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.
How can we help?
If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.