Clear, Consistent, Communication
Meetings
Meetings are conducted with your Portfolio Manager based on your specific needs and preferences. Regular reviews are important to ensure your portfolio evolves as you progress through life’s stages, not just annually.
Telephone and Email
Telephone and Email contact is met with a prompt response from a knowledgeable member of our team.
Regular Reporting
Statements are issued by the Custodian and sent either by mail or can be accessed online.
For access to NBIN MyPortfolio+, click here.
LWM Quarterly Reports are comprehensive and includes details information on returns, cash management and trading activities. They are available by mail or electronically.
Year-End Tax Packages are prepared and delivered annually.
Transparent Fee Structure
Our fees are based on a percentage of the assets we manage for you. We receive no other form of compensation.
This means you always know exactly what you’re paying, and there are no hidden costs like deferred sales fees or penalties for withdrawing your money.
Our Commitment
What you can expect from us:
Independence – your best interests are our only priority
Experience – Portfolio Managers guided by an experienced Investment Committee
Custom Solutions – bespoke portfolios, appropriate for each client
Exceptional Service – responsive, knowledgeable and friendly
Risk Management – an unwavering focus on your long-term success
Absolute Integrity – in everything we do
