UNDERSTANDING YOUR INVESTMENT RELATIONSHIP
Discretionary Management
Professional investment decisions guided by your goals and an agreed mandate.
Fiduciary responsibility
Fiduciary responsibility means an investment professional has a legal and ethical duty to act in the best interests of their clients. They must prioritize their clients’ financial well-being above their own interests.
For a Portfolio Manager, this includes managing investment portfolios, making informed decisions and providing transparent advice while minimizing conflicts of interest.
Discretionary management
Discretionary management gives your Portfolio Manager the authority to make buy and sell decisions for your investment account based on professional expertise and judgment, within the mandate agreed with you.
Individual transactions do not require your approval each time. Your goals, risk tolerance and circumstances continue to guide how your portfolio is managed.
What a Portfolio Manager brings to the relationship
As a Portfolio Manager with Fieldhouse Capital Management, Koltin combines fiduciary responsibility with discretionary authority. This supports an investment process focused on the client’s best interests.
Access to a wide range of investment vehicles and services allows accounts to be managed actively and prudently, with ongoing oversight as your needs evolve.
