Portfolio Management
Linde Equity Portfolio Management provides a transparent and cost-effective investment service to clients seeking discretionary portfolio management of their investment account. Client accounts are set up at TD Waterhouse Institutional Services
("TD Waterhouse") in Canada, or TD Ameritrade Institutional in the United States, where they are individually managed by
Linde Equity according to guidelines provided by the client. These guidelines are largely based upon the personal return objective and risk tolerance of the client.
As a Portfolio Management client, your account will benefit from the research and advice of Linde Equity. While Linde Equity will have discretion to make individual buy and sell decisions, you will remain fully informed of every trade via e-mail trade confirmations, which include descriptions and analysis of new purchases.
Linde Equity aims to fulfill the following desires as if we were a potential client looking for a new portfolio manager:
- I want a portfolio manager with a published track record.
- My portfolio manager will have sophisticated knowledge on all types of investments including stocks, bonds, preferred shares and income trusts.
- My portfolio manager will be skilled at researching stocks.
- My portfolio manager will communicate with me on a regular basis.
- I will pay my portfolio manager a management fee only, not commissions.
- My portfolio manager will be 100% independent, making decisions based solely on investment merit.
TD Waterhouse and TD Ameritrade Institutional are the custodians of all client accounts. We never possess client funds at any time, but merely have trading authority in an account that is entirely in your name with the custodian.
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Minimum Portfolio Size: $1,000,000 per household. |
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Minimum Portfolio Size: $1,000,000 per household. |
Investors who prefer being involved in the decision making in their account may want to consider our Investment Counsel service.
What is an Investment Counsel?
Investment Counsellors provide up-scale professional portfolio management and investment advice to individual investors. They are the most qualified category of investment advisors in the industry with professional accreditations that meet the highest academic and experience standards. Unlike most financial planners and brokers, who collect commissions for selling product or executing trades, Investment Counsellors are paid only for their advice. The counsellor's remuneration only increases by growing your portfolio value, keeping your interest and theirs aligned. There is no conflict of interest.
TD Waterhouse Institutional Services is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund. TD Waterhouse is a trade-mark of The Toronto-Dominion Bank, used under license.
TD Ameritrade, Inc. is the firm that we use to custody our US client assets. TD Ameritrade and Linde Equity Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.