Credential® :: Credential Managed Account

CREDENTIAL MANAGED ACCOUNT

Prosperity brings opportunities. Like entrusting wealth management to the professionals. Because growing and protecting money is just as important as making it.

Whether investing for a family, charity, endowment or institution, the Credential Managed Account delivers the discipline, risk management, and expert advice required by large, complex portfolios.


	Distinctive wealth management

	Money is managed by a team of professionals who handle all the details, from buy and sell decisions, to tax strategies, and performance monitoring.
	World class pension-grade Investment Managers apply their talents to selecting and overseeing the individual securities within each portfolio, with a focus on growing and protecting wealth.
	A Portfolio Manager personally builds and administers each portfolio.
	Investments are customized to reflect an investor’s risk, return expectations, tax considerations, liquidity needs, special holdings, personal values, and family priorities.
	Long-term return potential is optimized through ongoing performance and style monitoring, and regular portfolio reviews.
	Fees are transparent, all-inclusive, potentially tax deductible, and tied to account value, not trading activity.
	Reporting is comprehensive, informative, and transparent with crystal clear fees, rates of return, and detailed holdings.
	Life is free from time-consuming day-to-day investment decisions.


	Proficient money experts

Investment Managers selected for each Credential Managed Account are elite money professionals whose knowledge and insight are usually the exclusive privilege of pension funds or the ultra-wealthy. Each oversees a collection, or mandate, of securities reflecting their area of expertise. In their opinion, these securities represent opportunities in the markets for growth, capital preservation or tax efficiency. Investment Managers are meticulously selected from hundreds of candidates worldwide, and chosen for their proven track records, reputations, and core competencies. Each is monitored for risk management, style consistency and, most importantly an unwavering commitment to performance. All to ensure each portfolio’s performance is optimized.

	Make money. Make a difference^®

If leaving a mark matters, sustainable investing lies at the foundation of several investment mandates within the Credential Managed Account. If appropriate, the Portfolio Manager may recommend them for a portfolio. It’s just another way we help investors build a better portfolio and a better future.

	Getting started

The minimum initial investment required per mandate starts at $150,000.

The Credential Managed Account is distributed by Credential Asset Management Inc. and Credential Securities Inc. and developed in partnership with Canaccord Financial Ltd. who administers the program. NEI Investments provides access to the program's socially responsible mandate with their Ethical Funds product lineup. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts. Managed accounts are not insured nor guaranteed, their values may change frequently and past performance may not be repeated.



	Learn more about
		NEI Investments
		Credential Asset Management
		Credential Securities
		Credential Direct
		Credential Insurance Services



		Credential Managed Accounts are available near you.
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Download the Credential Managed Account brochure