Managed Discretionary Account (MDA)

 

Owning and managing investment assets doesn’t have to be tedious. Let us buy and sell investments on your behalf. Our investment committee is dedicated to growing your portfolio while you watch comfortably in the background.

How an MDA works

After agreeing on an investment program, our financial advisers will be granted the discretion to buy and sell investments for you. Our team will fill you in on the trading strategies we will be using to scale your investment portfolio. After that, you can simply review how your MDA is performing with your financial adviser and see how much your investments have grown.

Benefits of an MDA

An MDA is perfect for investors who do not have the time or expertise to grow their own investments. Letting our financial advisers do all the work for you will bring a lot of benefits, including lessening the need for decision making, full disclosure and transparency, and transacting with ease. Best of all, you get to have that peace of mind, knowing your investments are continually growing in the hands of seasoned advisers who will trade on your behalf.

Latest Monthly Reports

THG Portfolio Changes – February 2022

THG Portfolio Changes – April 2022

Check out our podcasts!

Financial Planning Podcasts
podcast
11/03/2022

Emerging Markets Fund feat. Fidelity | Talks Investment with Mark Wenzel

Financial Planning Podcasts
podcast
11/03/2022

Interview with Our MDA Partner Blackmore Capital | Talk Investment with Mark Wenzel

Financial Planning Podcasts
podcast
11/03/2022

Robert Talevski Activus Investment Advisors | Talk Investment with Mark Wenzel

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