..:: Private Account Management ::..

Brownstone Asset Management Services

Investment Policy Development

	Brownstone will develop an Investment Policy in consultation with the Client. This Policy will be signed by both Brownstone and the Client.
	Brownstone investment policies are designed to provide guidance and clarity with respect to the management of the portfolio. The investment policy is reviewed and updated at least annually to ensure that the policy is still meeting the Client’s needs.
	Key policy parameters include the following: 1) Client Profile 2) Investment Objectives Growth/Income Capital Preservation 3) Investment Constraints Risk Aversion Time Horizon Liquidity and Tax Considerations Legal Considerations Income Requirements 4) Policies Asset Mix Diversification Quality and Nature of Securities 5) Tactics Composition of Current Portfolio Portfolio Restructuring

Brownstone Reporting and Communication

Brownstone's reporting is second-to-none and is provided on a quarterly basis. The reports that are included with the Client statements are generated through our SS&C Technologies Portfolio Reporting System, a leading portfolio software system in Canada. Quarterly reports include:

Market Review Letter

Personalized Client Letter

Portfolio Valuation

Transactions Statement

Performance Reporting

Personal Quarterly Meetings

	We are available to meet as and when a Client desires. Our objective is to ensure that together we build a relationship that ensures the successful management of capital in line with well-established policies.
	We typically schedule quarterly meetings to review the current developments in the markets, as well as portfolio performance. We welcome our Clients to our offices or, alternatively, we are pleased to visit our Clients at their choice of location.
	Brownstone seeks to inform the Client on the degree of expected risk/portfolio volatility that is anticipated based on varying market conditions given the objectives and structure of the managed portfolio. This consultation process is continuous, from the initial account set-up and agreement on the investment policy to the regular meetings held to review portfolio results.