Active portfolio management – what it is, how it works and our fee structure

Aug 25, 2020 | Investment Management

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How your investments are managed is the most important factor in how they perform and the returns that you make. At the Michele Carby Practice, we actively manage our clients’ portfolios to ensure you profit from market upswings and cap losses during periods of downturns and periods of instability.

In this webinar, Payal Trehan, our Senior Investment Strategist, outlines how markets work and our active management approach. She also explains our adviser fee and how we add and deliver value to our clients. As always, the webinar will allow you the opportunity to ask any question you have during the Q&A session.


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