Are your portfolio reviews different from anyone else’s?

Your role as an advisor goes far beyond investment returns. So when it comes time to present portfolio performance to your clients, how do you do so in a way that reaffirms the overall value you provide?

This Toronto-based team decided to approach portfolio reviews differently. They wanted to highlight the strength of their investment philosophy, while conveying essential, up-to-date portfolio information—with a personalization option for high-value clients. This is what we built for them.

While most review presentations are considered separate from an outward brand, and thus shared on unpolished platforms like PowerPoint, this piece was built specifically to align visually and thematically with the established brand of Veltri Wealth Management Group. And it began with a foundation of evergreen content.

An overview of the team’s investment philosophy and core principles would help ensure that clients were periodically reintroduced to the methodology behind their portfolios. This also provides important context to the data being presented, and reinforces confidence in the team’s expertise.

The second main component of the deliverable is a performance and allocation segment, which presents the portfolio’s returns and holdings in a clear, accessible layout.

Because the piece can be shared digitally or in print, it can be updated with new information and, for high-net-worth clients, customized to support a premium client experience.

The Veltri Wealth Management Group believes much of the value they provide is in the core principles of their investment approach, as well as the results they produce for their clients every quarter. Their review process now reflects that value at a crucial touchpoint within the client relationship.