Be empowered by an innovative solution tailor-made for you. Experience holistic wealth management customized to meet your needs today and as they evolve.
Back-tested and forward-looking analysis that builds your portfolio.
Early on, your needs were simple. The memory of investing your first hard-earned dollars is etched in your mind. As you established yourself and began to experience success, your needs changed. The days of “do-it-yourself” investing or fragmented advice are part of an era gone by. Your needs have evolved. And so has the way of investing. Be empowered by an innovative solution tailor-made for you. Experience holistic wealth management customized to meet your needs today and as they evolve.
The sophisticated solutions of Evolution Private Managed Accounts draw on the portfolio expertise of CI Multi-Asset Management and the comprehensive research and recommendations of State Street Global Advisors, a world leader in asset allocation.
Evolution allows you to apply a personal investment strategy – geographic preference, currency hedging option, investment manager style such as alpha, or specific portfolio manager preference – to tailor your portfolio. You can have confidence in knowing that your portfolio will be monitored and actively managed for you.
Using proven investment strategies to balance opportunity with risk, your portfolio will be carefully constructed for you.
Integrated wealth management tools that effectively allocate, diversify, and maximize efficiency of your wealth.
We plan today so you can focus on tomorrow.
Evolution is a registered trademark of CI Investments Inc. Additional legal information and disclosure regarding Evolution Private Managed Accounts.