BWMG Advantage vs. Other Advisor's Approach

  1. Gather portfolio data independently from custodian and re-measure independently in-house and calculate objective actual performance measurement.

  2. Unlimited time available to consult to client – i.e. no limit on number of meetings or on number of money manager searches.

  3. Small firm advantage – consulting team does the money manager search (and knows the manager) and does the performance measurement (knows the numbers), and can better relate to specific client needs.

  4. Broad business perspective and general business advisory approach to every unique client situation.

  5. Quarterly performance measurement in a clear, concise format, which includes performance numbers, attribution analysis and risk/return characteristics.

  6. Ability to explore alternative investment solutions as defined by client.

  7. Fee based services results in no incentive to do unnecessary transacations or manager searches, our only fee is the asset-based quarterly retainer fee. We do not charge fees per search or per transaction.

Contact Info

4100 Yonge Street, Suite 612
Toronto, ON   M2P 2B5
Canada
Directions: Map

Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com