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.
Focus on 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.
Offer a select range of strategies
We offer a broad yet clearly defined range of "model" portfolios for clients to build their investment accounts. This approach provides meaningful choice while allowing us to achieve economies of scale by focusing on a select set of fixed offerings.
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.
