A portfolio tailored to your circumstances
For eligible clients with $1M+ in investable assets, a Separately Managed Portfolio may be available where suitable. You own every holding direct in your portfolio.
Separately Managed Portfolios is one of two ways Matco Wealth invests on your behalf. Funds for many clients; Separately Managed Portfolios where suitable. Same investment team, same discipline, different construction.
Same investment team, different construction
Our mutual funds are core vehicles, they power portfolios across both service tiers. At $1M+, some clients may benefit from a portfolio built around their specific tax considerations, income needs, and constraints.
You own every security individually, providing direct transparency into your holdings and portfolio rationale.
Direct ownership may create opportunities for tax-loss harvesting and gain deferral, depending on market conditions and your tax circumstances.
Tailored around your income needs, tax situation, and constraints, including consideration of existing holdings where appropriate.
Your portfolio is yours alone. Your account return reflects the securities held directly, subject to fees, taxes, and timing.
Each built on established factors
Most clients hold a single mandate; some combine across asset classes for a coordinated tax and income profile. Your wealth advisor helps you choose what fits your situation.
Canadian Equity Income
For investors seeking core Canadian equity exposure with both capital growth and dividend income.
Canadian High-Yield
For retirees, foundations, and income-focused investors seeking dividend income.
U.S. Equity
For investors looking to complement Canadian holdings with exposure to the world's largest equity market.
From conversation to portfolio in four steps
We learn about your tax situation, income needs, existing holdings, and any constraints or preferences.
Together we review one or more mandates, or blend strategies, based on your goals and risk profile.
A portfolio manager builds the portfolio in your account. You own every security directly from day one.
Monthly rebalancing. Quarterly reviews. Monitoring for tax-loss harvesting opportunities throughout the year.
Separately Managed Portfolios may suit clients seeking greater control and tax-planning flexibility
This isn't about better investing. Our fund-based portfolios use the same investment discipline and the same team. It's about whether your situation benefits from the additional control that direct ownership provides.
You may benefit from a Separately Managed Portfolio if…
You have $1M+ in investable assets per mandate.
Tax-planning flexibility is a priority, in coordination with your tax advisor.
You want to tailor your holdings around specific income, tax, or portfolio considerations.
You prefer direct ownership over pooled fund structures.
You're already a Matco Wealth client (or ready to become one).
Not at $1M yet? Our fund-based portfolios use the same investment discipline and the same team and they're an appropriate solution for many of our clients across asset levels. See our funds →
Let's discuss whether a Separately Managed Portfolio is right for you
Book a conversation with a wealth advisor to discuss your situation, review the available strategies, and see if direct ownership is the right fit.