Investing
Unified Managed Accounts
UMA’s are one option Harbourfront investors have for managing their assets.
In comparison to a Separately Managed Account (SMA) where only one subadvisor is used, UMA’s invest across multiple strategies by using multiple subadvisors. The benefits of utilizing a UMA are extensive.
Basket
Multi-strategy total portfolio solution consisting of stocks, bonds, ETFs and managed investments all in one account.
Comprehensive Reporting
Comprehensive investment report which includes market commentaries, investment performance, performance attribution, portfolio activity and reasoning behind decisions, etc.
Householding
Simplify your portfolio reporting by including all family accounts including corporations, trusts, etc. into one quarterly report.
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Investment Options
As a full-service brokerage firm, we access a wide range of investment vehicles on a global basis. Below is a range of the investment vehicles we offer.
- Individual Securities – Common Stock & Preferred shares, REITs, Bonds, Treasury Bills & Convertible Debentures
- ETFs (Exchange Traded Funds)
- IPOs (Initial Public Offering / New Issues)
- Private Placements
- Private Equity
- Mutual Funds, Closed & Open
- Creditor Protected Investments
- GICs
- Market Linked GICs
- High-Interest Savings Accounts