PORTFOLIO MANAGEMENT

Dominion Wealth Management Portfolio and Wealth Management Services specialize in managing client portfolios across all asset classes. We work with private and institutional clients trans continentally and encourage our clients to leverage all our portfolio management expertise when investing their assets professionally. Bespoke, discretionary services and solutions, coupled with vast experience, expertise, and best-in-class management practices, are at the core of our investment success.

Dominion Wealth Management boasts a leading industry track record of investing client assets and a commitment to meeting and exceeding specified individualized objectives. These objectives vary from client to client, and therefore the entirety of portfolio management must start with a detailed investment plan in which we learn about the client so that we may identify personalized objectives and determine an accurate risk/return profile. Fundamental to an understanding of investment management is an appreciation of the correlation between risk and reward.

To fulfill a client’s objectives, we take time to assess and implement the appropriate strategy, approach, and techniques for portfolio construction. It is essential to comprehend the key factors and clients’ preferences when creating parameters for a plan. We take extra time to fully ascertain and consider the following fundamentals:

  • Investment horizon, mid to long term
  • Liquidity Needs
  • Risk Comfort
  • Tax Status
  • Legal exposure
  • Social Impact


PORTFOLIO
MANAGEMENT

Accounting for the aforementioned factors, we create:
  • The initial portfolio structure and direction
  • Determine adjustments that must be made within the portfolio
  • Forecast portfolio performance and risk levels and advise long-term

Ultimately, the requirements of clients fall into two main categories. Certain clients prefer to maximize their returns. Others prefer that their investments match their liabilities. In either case, portfolio managers work with UHNW to identify and structure a portfolio tailored specifically to fit their financial goals and needs.

Investment Advisory Services

For more sophisticated and experienced clients who prefer to direct the overall allocation of their portfolio independently, our team of wealth & asset managers is happy to oblige. We offer direct access to best-in-class senior advisors and global financial experts. This vast network of managers allows all clients to discuss investment opportunities in real-time and with specialists who offer a global perspective. However, any decision making can and will be left up to the client’s discretion.

Our advisory services offer exclusive, preferential access to an expert team of professionals to discuss and assess a vast array of investment opportunities. A team of consultants remains at the clients’ disposal to offer bespoke attention and support when making decisions and to answer any questions that arise. A client may also request a comprehensive analysis of his or her current portfolio to facilitate the process and attain a clearer understanding of its current performance and potential risk.

Dominion Wealth Management Advisory Services provides access to our execution desk so that our elite clientele can see real-time market data and information. This enables our UHNW clients to get direct prices, explore the market in depth across the vast investment universe, and access the financial research we provide.

Key Advisory Services Include:

  • A dedicated, assigned adviser to plan and structure a personalized portfolio with a diversified and strategic asset allocation
  • Access to top investment and extensive market analyses, and complete with recommendations
  • Advisement on all financial decisions by our team of expert advisers
  • Full long-term support on performance, consistent follow-up, risk management, and mitigation
  • Exclusive access to our proprietary trading desk, cutting-edge technologies and software, and research for trading securities