Fees
Investment Management Process
Investment Policy Statement
As an Associate Portfolio Manager, Mounir provides discretionary portfolio management services on a fee-for-service basis. Historically, this type of wealth management was reserved for institutional investors (e.g. pension funds, corporations, foundations) or wealthy families (assets in excess of $1 million). These investors benefited from having their own "in-house" investment manager with whom they worked with on an exclusive basis.
Mounir does work with individuals and corporations who have assets below these amounts. In order to be considered an investor must have realistic expectations, set achievable goals and remain dedicated to the investment strategy as per the Investment Policy Statement.
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