Campbell & Lee specializes in segregated portfolios. How do these differ from pooled funds?
Pooled funds can be defined as a large portfolio of investment assets. Investors who own pooled funds own a percentage of those funds based on the amount of money they have invested.A pooled fund tends to be set up to respond to the general investment needs of a broad group of investors. The primary drawback of a pooled fund is that it cannot be unique to an investor’s needs. A segregated portfolio has been set up to specifically address the needs of a particular client. The client owns all the securities within that portfolio. As situations within the market and with our client change the portfolio is adjusted. At Campbell & Lee each portfolio is designed to respond to the individual needs of each client. No two portfolios are exactly the same 7.
