Our Process - IPC Counsel Portfolio Services
Porfolio Management Process
At the heart of our process is the view that every investment specialist must continue to earn a place on our roster, year after year. Once again, using a disciplined approach and defined monitoring criteria, we hold each investment specialist accountable to their mandate.
Because we have the emotional discipline to stay true to our objective, we will replace an investment specialist when they are no longer right for a portfolio. This helps us ensure your portfolio gets the attention it deserves.