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Private Portfolio Management

• Our Private Portfolio Management service is available to individuals, holding companies, trusts and estates with investable assets greater than $750,000.

• This service involves a highly flexible, customized approach in managing well-diversified investment portfolios of individual securities - includes high quality government/corporate bonds, preferred shares, dividend paying stocks and opportunistic stocks positions.  Client portfolios are tailored and managed in accordance with client specific investment needs, lifestyle goals and financial circumstances.

• We stress regular, quarterly meetings for the Hemisphere™ Private Portfolio Management clients to review their investment portfolio in detail as well as discuss the financial markets.  This service involves sharing our current view of the financial markets while providing full transparency in reporting.