Extensive use of technology
SciVest Direct SMA is essentially on “auto-pilot” – SciVest takes care of all investment analysis, portfolio rebalancing, investment reporting, and continues to ensure that your SMA performs in a manner that is consistent with your IPS.
We focus only on superior investment management
With SciVest Direct you pay only for our world-class investment management services, not for all the other services included in most full-service offerings, and as a result our all-in client account fees and expenses are among the lowest in Canada.
A select range of premium investment strategies
Think of SciVest Direct as the “Costco Wholesale of the investment industry” – nothing fancy, very few extras, just the best investment management at the lowest price. We believe SciVest Direct delivers premium quality investment management with an institutional level of reporting and transparency, yet is offered to almost all retail investors regardless of their net worth.
No additional services, bells or whistles
With SciVest Direct, you only pay for our top-tier investment management services, avoiding the extra costs associated with typical full-service packages. This keeps our overall client account fees and expenses among the lowest in Canada.
