Segregated Account Management
Segregated accounts hold specific equity and fixed income securities for individual clients. The advantage of segregated account management is that it can be tailored precisely to the client’s circumstances, needs and risk tolerances.
Each segregated portfolio has a primary and backup portfolio manager, who maintain a close working relationship with the client.
All of our investments share Nexus’ investment management approach and are designed for the long-term investor.
Clients receive regular reports from Nexus and monthly reports from a third-party custodian. On a quarterly basis, Nexus sends each client a report containing their portfolio valuation, a summary of investment performance, a copy of our Investment Outlook and Nexus Notes, our quarterly newsletter.
The typical minimum client family portfolio for segregated account management is $2 million.