The Intelligent way to invest.

 

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.

  

Contact us to find out more

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