Discretionary Portfolio Management
A Private Banking Representative will work with you on a one-to-one basis to establish an investment plan unique to your objectives.
Our Discretionary Portfolio Managment Services for Individuals, Corporations or Trusts* include:
- Investment Advice and Management
- Segregated Safekeeping and Settlement of Securities
- Income Collection
- Use of Nominee Facilities
- Web-Based Account access and monitoring
- Provision of Cash and Asset Statements
- Deposit and Foreign Exchange Facilities
- Cash Management
*US or CDN $500,000 minimum account balance
We will take a comprehensive approach to designing your investment program. Based on an analysis of your objectives, formal guidelines will be drawn up for the Investment Managers and your resources will be allocated to match your goals. Your private banker will handle all administrative matters related to your account.
If you are interested in establishing a Discretionary Investment Management Account, please complete the following steps:
Set up a Discretionary Investment Management Account
- Download, print, and complete the Discretionary Portfolio Management Application Form. Please be sure to read the terms and conditions, and attach any required documents as specified by the application instructions.
- Indicate how you will be funding your account (i.e. Bank Draft or Wire Transfer)
- Fax the signed form to DGM Bank & Trust Inc. at (246) 431 3439 (to speed up the application process) with the signed original to follow by post.
- A DGM private banker will contact you upon receipt of your application form.
