At Morgan Meighen & Associates, Separately Managed Accounts are portfolios that contain individual securities such as stocks, preferred shares and bonds and is held directly by the account owner. The portfolio strategy and investment selection is customized to conform to the client’s Investment Policy Statement. Separately managed accounts are distinct from our Pooled Funds, in which the owner has a share of the holdings in the fund.

At Morgan Meighen & Associates we take into consideration your needs for capital preservation, income, growth and liquidity when we design your portfolio. We work closely, when required, with your other professional advisors - lawyers, accountants and estate planners. This broad approach to understanding your objectives and your personal requirements is just one of the many reasons Morgan Meighen can make a difference for you.

We recognize that every client has a unique set of investment requirements, and our investment process begins right there - gaining an understanding of where you are today and where you want your investments to take you. We look at your time horizon, tolerance for risk, unique tax considerations and return objectives, then we begin constructing a strategy for you.

Once we understand your individual investment parameters, we customize an investment strategy as we aim to achieve your return objectives while staying within your risk comfort zone. The strategy will specify a mix of investments by asset class (growth - stocks, income - bonds and preferred shares, and cash – money market or similar instruments) and geographic region. These allocations are usually expressed as ranges thus allowing us room to maneuver in response to changing market conditions. Once established and agreed to, your Investment Policy Statement will be the guiding document for all investment decisions made on your behalf.

Following your Investment Policy Statement, your portfolio manager will structure your account by asset classification (cash, income, and growth) and by individual security to match your objectives.

Your portfolio will be monitored consistently by your portfolio manager and adjusted when necessary to take advantage of changing market conditions.

Your manager will keep you informed of any key developments in your portfolio and consult with you periodically to make sure that the strategy continues to meet your objectives.

At Morgan Meighen & Associates our Separately Managed Account services begin for client assets of one million dollars. This asset level denotes the optimal scale for which meaningful positions can be accumulated with adequate portfolio diversification.

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