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PORTFOLIO MANAGEMENT SPECIALISTS

Portfolio Management

The wealthy are different from the rest of the population.  They face different challenges, and have access to different opportunities.


For clients with over $1 million to invest, we specialize in helping manage their investment portfolios to ensure they maintain financial security.  That's our focus.

No Insurance sales.  No Tax Preparation.  Nothing else.  We manage portfolios, period.

Whether wealth has been created by running or selling a successful business, through an inheritance, by winning the lottery or by decades of paying yourself first, each high-net-worth investor is different and requires a customized solution.




"We realize that there are many options and alternatives for financial advisors; however, at this point in time, we have been very pleased with the approach and performance on our behalf by Marc, Nancy and the Beavis Wealth Management team."

Bob & Elaine M. | Vancouver, BC


Discretionary Portfolio Managed Accounts

Our premier and most popular service, this account type is suitable for investors who wish to delegate the day-to-day management of their investments to a Portfolio Manager.

Suitable for busy entrepreneurs, snowbirds or investors with the desire to free themselves of the regular management of their funds.


Investment Advisory Accounts

Although less common than discretionary accounts, this account type is designed for investors who wish to make the final investment decisions.

Suitable for investors who have considerable investment experience and who wish to play an active role in the management of their portfolio.


The Options Advantage

The use of conservative options strategies within your investment portfolios can provide:

Downside protection:  The use of a protective put strategy provides a layer of protection that you cannot get in traditional, long-only, investment accounts.

Increased Income: Implementing a covered call strategy can increase the flow of income into your portfolio, an important component of long-term growth.

Note:  Options are not suitable for everyone.  Always discuss pros and cons with your advisor.





INVESTMENT PHILOSOPHY

Focused on Rewards. Cognizant of Risk.

Simple, but not Easy.  Our investment methodology is consistent, disciplined and modeled on proven techniques used by the masters.

Conservative by nature, we do not speculate, follow the crowd, or continually buy and sell. We measure success by long-term progress and unwavering financial security.

We also have a solid understanding of how psychology influences financial decisions, which allows us to better help our clients make sound investment decisions.

Of course, it is impossible to completely predict or control the future. Our responsibility is to prepare our clients for all contingencies, ensuring financial peace of mind during both turbulent times and periods of prosperity.


Contact us to learn more