People often act independently when making financial decisions—from budgeting to purchases, to mortgages and credit cards. However, there are cases and stages in life when seeking advice from a financial professional can be beneficial. The Web has plenty of resources and reading material about personal finance and smart money management, but no one solution fits […]
By John Portelli | February 8, 2017
A discretionary portfolio is a form of securities investment where the vast majority of the strategic investment decisions are made by an asset manager on behalf of a client. Commonly tailored for institutional businesses like trusts, pension funds, high-net worth individuals or family offices, Discretionary Investment Management is built around TRUST. First and foremost, the […]
I need to be clear about this one. Options CAN be an incredibly useful investment tool but they are NOT for every investor. Due to their leverage and maturities they have inherent risks that NOT all investors should expose themselves to. Please consult an advisor before considering options as part of your portfolio. Question: What […]
John Portelli has over 20 years experience in the financial services industry working with Trusts, Captives and High Net Worth Clients (HNW). Prior to moving to Bermuda in 2008, Mr. Portelli worked for some of the larger investment firms in Toronto, Canada including Royal Trust/Royal Bank of Canada and ScotiaMcLeod where he held a number of industry designations and licenses including the Canadian Securities Course (CSC), Professional Financial Planner (PFP), Options license (OLC) and Futures licenses (FLC).