When it’s time to start thinking about saving for your retirement, you might want to consider investing in a product that offers a professionally managed investment portfolio tailored to your personal financial situation. That’s where our managed solutions come into play.Â
What is it?
To understand managed solutions, let’s take a step back. A mutual fund is a selection of stocks (and other securities) that is often grouped by geography, size, or type of investment. A “pool” is a group of mutual funds often grouped together in a single glass (for example, by geography, size or type) – forming a more diversified “basket” of mutual funds.   And next, a managed portfolio solution could be described as a “combination of pools” – further diversifying your investment portfolio across a wide range of mutual funds by geography, size, and/or type again – all in the same investment.Â

Why consider managed solutions?
Investing in managed solutions makes sense because they wrap all the critical aspects of intelligent investing into one, neat package. The benefits to you include:Â
Professional management, including a range of investing styles
An investment mix that’s automatically rebalanced based on your specific risk levels, as the weighting of individual securities will be automatically adjusted based on market conditions
Diversification of holdings to optimize performance and risk in a single solution
Affordability – as compared to purchasing individual securities and/or mutual funds
​Flexibility and liquidityÂ
As with mutual funds, we have partnered with top providers such as AGF, Fidelity, Northwest & Ethical Funds, Franklin Templeton and Mackenzie – in order to provide you with a wide range of quality investment options.
If you’d like to learn more about managed solutions, it’s time to speak to a Meridian wealth management professional.
