Putting it all together.

 

 

 

 

 

 

 

 

 

This is the fun part!  

 

 

The Onboarding Process & Constructing Your Portfolio Mix

Step 1: Onboarding

Tell us about yourself and your expectations. Participate in a comprehensive Know Your Client (KYC) discussion. Complete KYC  document, Investment Management Agreement (IMA), and we'll open the appropriate investment accounts at the agreed upon Custodian. 
Step 2: Constructing Your Investment Mix

For many investors, the cornerstone of your portfolio will be one of the Asset Allocation Portfolios - highly diversified, global balanced ETF-driven portfolios. Next, depending on the size of the overall investment portfolio, you can choose one or more of the "satellite" individual stock investment strategies. A uniquely personalized Investment Policy Statement (IPS) will be  constructed: a detailed investment strategy statement - by account - of all of your holdings with SciVest. 

Step 3: Set it and Forget it!

At this point, you can fund your account with cash and/or we complete any transfer of assets from other financial institutions. Upon funding, your investment strategy will be deployed as stated on your IPS. Your account(s) is now on auto-pilot for you; which means we will perform auto rebalancing at the Manager's schedule and/or discretion. Of course, we are here for you anytime should you have questions or concerns.  

How to Construct Your Investment Mix
SciVest Investment Portfolio Groups-1

1. Asset Allocation Portfolios

Designed to form the core of any investor’s investment portfolio, each of these portfolios are;

  • Balanced: They include broad fixed income & equity asset classes, and often also include other alternative investments (i.e., non-bond and non-stock investments such as gold, convertible bonds, or REITs).

  • Global: They include sub-asset class investments from all over the world.

  • Highly Diversified: They hold numerous (16 to 22) sub-asset classes through carefully selected low-cost Exchange Traded Funds (or “ETFs”) which in aggregate, incorporate many thousands of underlying individual securities. 
SciVest Global Asset Allocation Portfolios
SciVest Individual Stock Portfolios

2. Individual Stock Portfolios

The addition of any of these "satellite" portfolios are terrific diversifiers and return/income enhancers to our SciVest Asset Allocation Portfolios, and therefore we encourage clients with large enough accounts to choose a combination of a SciVest Asset Allocation Portfolio and one or more SciVest Individual Stock Portfolio within each of the Accounts.

For a more detailed explanation of the individual strategies, please see the Investing tab, and review the Individual Stock Portfolios tab. Alternately, feel free to contact us directly for a more in-depth conversation on any of our strategies. 

 

3. Income and Diversifier Portfolios

Composed of one to several carefully selected low-cost Exchange Traded Funds (“ETFs”), these portfolios allow investors to add or increase exposure to various specific sub-asset classes to enhance portfolio income and/or diversify the remainder of the portfolio.
SciVest Income & Diversifier Portfolios-1

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