We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.
Assante's exclusive suite of managed portfolios
As an Assante client, you have exclusive access to customized Evolution Private Managed Accounts. With active management from portfolio managers around the world, this leading solution combines investment expertise with wealth planning strategies.
High net-worth clients with more complex wealth planning needs will benefit from the exclusive Private Client Managed Portfolios option provided through Assante Private Client, a division of CI Private Counsel LP.
Private Client Managed Portfolios are made available through Assante Private Client, a division of CI Private Counsel LP (“Assante Private Client”). The pools used in the Private Client Managed Portfolios are managed by CI Investments Inc., an affiliate of CI Private Counsel LP. Commissions, trailing commissions, management fees and expenses may all be associated with investments in Private Client Managed Portfolios and the use of other services. The pools used in the Private Client Managed Portfolios are not guaranteed, their values change frequently and past performance may not be repeated. Please consult your advisor before investing. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.