We consider your whole portfolio.
It's not a Fund. The FIQ Managed Portfolio team invests intelligently across your investment accounts to maximize the strengths of each type of account.
FIQ Managed Portfolios are offered to investors of Foster & Associates Financial Services Inc. as a wholistic approach to managing their money.
We allocate the right assets to your accounts, based on a combined Intelligent and Quantitative approach, while allowing for your individual investment needs. We create a personalized Investment Policy Statement for you, and use that as our guide to your portfolio requirements.
The FIQ Managed Portfolio program employs a dedicated research team, and a strong Portfolio Management team, who are always looking at the markets. We review investment performance regularly, and make changes to allocations when required.