Start living your financial happily ever after. A healthy relationship with your investment strategy begins with an alignment to your goals. At Nest Wealth we believe in taking the time to get to know you and your goals so we can give you the support you need. In this blog post, we chat about the importance of finding your perfect portfolio that’s worthy of your time and your attention so you can be the best version of you.
Like any healthy relationship, you shouldn’t have to sacrifice your wants and needs for your investment strategy. In fact, a true investment strategy works with you to support your life goals so you can go on to live your best life. We know that Canadians have been losing an unfair share of their wealth to management fees for years, and we’re here to let you know that love-at-first-sight investing exists.
Here’s why a Nest Wealth portfolio is worthy of your time and attention:
A truly personalized portfolio that just gets you
We know our clients are one of a kind. And their dreams are unique too! That’s why we don’t believe in one-size-fits-all portfolios. With our wealth experts, you can rest assured knowing we’ll take the time to work with you to get to know your goals so we can handcraft a portfolio made specifically for you and your investment style.
The modern and flexible experience you’ve always dreamt about
They say variety is the spice of life. Our portfolios are well-diversified across 6 asset classes to help you build a strong, stable and secure future together. Here’s how our clients are diversified:
At Nest Wealth, we create portfolios that are globally diversified, across industry sectors and investment types and rebalanced to their proper mix when they start to drift. And, with the powers of digital, you’ll have full transparency with your portfolio 24/7.
Your portfolio is also created using Nobel-prize winning* research to maximize the efficiency of your returns while minimizing the risk of your performance.
Low-cost prices that aren’t too good to be true
One low monthly management fee. Seems too good to be true, right? Traditional investment funds, like mutual funds, charge a percentage of your assets. We don’t. Instead, we charge our investors one low monthly management fee starting at just $20 a month and capped at $80 dollars a month, no matter how big the account grows!
Saving for your goals might seem like a chore if you’re in a relationship with the wrong manager. With Nest Wealth, we make investing for your future easy and effortless – just the way it should be. There’s no better time to fall in love with your portfolio.
Start investing with a portfolio that’s worthy of your time and attention today and start living your financial happily ever after.