Tailored, tax-efficient asset management
The Mackenzie Portfolio Architecture Service is a dedicated managed money program available in the Mackenzie Private Client Program. Using proprietary, portfolio construction techniques, we provide expert guidance in the development of tailored portfolio solutions.
Value for money
The Portfolio Architecture Service provides clients with access to Mackenzie High Net Worth Series Securities, available at significantly lower cost than Mackenzie retail funds.
Superior tax efficiency
The Mackenzie Capital Class structure has proven to be an invaluable resource in constructing portfolios for high net worth clients, offering:
- Tax-efficient distributions
- No immediate tax consequences on regular rebalancing
- Flexibility to switch between more than 50 Capital Class funds on a tax-deferred basis*
A highly disciplined process assures that your Private Client portfolio is rebalanced on a periodic basis to keep your investment strategy on track.
Enhanced reporting and communication
Part of our mandate is to keep you well informed. Each quarter you will receive a full report on your account that includes market commentaries, a record of transactions, portfolio holdings and the performance of your holdings in comparison with industry benchmarks. In addition, you will be sent comprehensive tax information after year end, if applicable.
You may choose to receive a consolidated statement that covers all constituent accounts. Many clients prefer this type of statement since it shows all pertinent information in one statement and calculates the rate of return across all accounts. You also have the option of receiving a separate statement for each account.
On an annual basis the Private Client Group will initiate a review with your advisor to evaluate your account and ensure your investment strategy remains optimal to meet your financial goals.
Investment management expertise
The Mackenzie Portfolio Architecture Service provides access to a wide range of quality investment funds. With a product line that covers just about every asset class, geographic region and investment style, a portfolio can be constructed to meet nearly any investor’s needs.