Investment Management

Investments require ongoing care and regular attention to stay aligned with your financial goals. At arcinvest, we offer two clear options for managing your investments, giving you the flexibility and support you need.

Method 1: Managed Portfolio Service (“Wrap” Account)

This popular method provides simplicity, transparency, and active management. Your investments are consolidated under one easy-to-manage platform.

What’s Included:

• Continuous, professional portfolio management aligned with your goals.
• Simple online access to view your investments anytime.
• Individualised annual tax summaries to simplify your reporting.
• Minimal transaction or brokerage costs.
• Regular portfolio reviews and adjustments.

Best suited if you prefer less paperwork, ongoing professional support, and simple management.

Method 2: Traditional Brokerage (Transactional)

Some clients prefer more independence, managing their own records and paperwork directly.

What’s Included:

• Professional investment recommendations from Allan.
• Investments directly registered in your name.
• No ongoing management fees—only a straightforward brokerage fee per transaction.

Best suited if you’re comfortable managing your paperwork and prefer minimal fees.

Choosing the right method for you