Managed investing

Grow your business and your profits with the help of a Gulf & Fraser advisor

Let’s put your business’s profits to work

Get your money working harder for your business. Whether you’re aiming for expansion, retirement, increased cash flow or long-term stability, our advisors can create a portfolio that suits your business’s unique financial goals.

Why use managed investing?

Free planning advice

Save on taxes so you keep more money in your business. Our advisors work with you on smart strategies to minimize your business’s tax liabilities and maximize after-tax profits.

Goal-focused investment

Whether you’re saving for business expansion, retirement or another milestone, we’ll design an investment portfolio that helps you reach your business goals on time.

Time savings

Tracking markets, analyzing data and making strategic investment decisions for your business takes time and energy. Let our advisors handle your business’s investment strategy so you can invest your valuable time in running and growing your business.

Personalized support

Enjoy personalized service and support from advisors who understand the unique challenges and opportunities businesses face. Make informed decisions with their knowledge and experience in your corner.

Explore managed investing

Our advisors take the time to get to know you and your business. They create an investment strategy tailored to your financial goals and responsive to your changing needs. We handle the daily work of managing your business’s investments—growing your wealth while you grow your business.

Customized investment portfolio focused on achieving your business’s financial goals
Regular monitoring and adjusting to make sure your investments stay in line with your goals and your risk tolerance
Smart risk management and diversified investments to protect your business finances
Personalized advice every step of the way

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Ready to set up managed investing for your business?

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Managed investing FAQ

What is managed investing?

Managed investing is when a professional investment manager or financial advisor manages your business’s investments for you. These advisors handle the day-to-day work of managing the business's investment portfolio, making investment decisions that align with the business’s financial goals. Those goals often involve maximizing profits, managing risk and minimizing taxes.

What’s the difference between a managed account and a managed fund?

With a managed account, your business owns and controls an account and the assets in the account, while an investment professional manages those assets for you. As the account owner, you can see everything in the account and make changes easily.

A managed fund is sometimes called a pooled fund because a professional advisor pools money from multiple investors and invests the money together. As an investor in a managed fund, you don’t own the assets directly. Instead, you have indirect ownership of the assets—through shares or units in the fund. Managed funds often provide great diversification but offer less transparency than a managed account. A mutual fund is one example of a managed fund.

Which is better—managed funds or ETFs?

The choice between managed funds and exchange-traded funds (ETFs) depends on your business’s goals and preferences.

ETFs are pooled investments similar to mutual funds, where multiple individual securities tracking a specific index live under one umbrella. They typically have lower fees and are traded daily, which makes them a great option if you’re a cost-conscious business that needs more access to your funds.

If you want your business’s investments professionally managed so you can be less hands-on, then managed funds could be a good choice. They could also be a good fit if you’re looking for lower-risk options, since managed funds offer more diversification than ETFs.

How much are investment management fees?

Investment management fees for businesses depend on factors like how much your business is investing, how complex your investment strategy is and the specific services you use. Connect with one of our advisors to learn more about how we handle your assets under management (AUM) and associated investment management fees.