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ShareOwner Investments Launches Canada's First Automated ETF Portfolio Service for Retail Investors
CNW Group
Published Tuesday, May 27 2014
TORONTO, May 27, 2014 /CNW/ - Canadian ShareOwner Investments Inc. ("ShareOwner") is pleased to announce the launch of its Model Portfolio Service which helps retail investors build and manage a globally diversified portfolio of ETFs. ShareOwner's Model Portfolio Service provides investors with a systematic approach to managing their investment portfolio that saves time and money by combining low cost index ETFs with optimal asset allocation and automated trade execution and portfolio rebalancing.

ShareOwner's Model Portfolios can provide investors with significant savings over traditional managed mutual funds and advisor-based solutions. "Not all investors want to pay the higher fees or have a large enough portfolio to use an expensive financial advisor or broker, but want the benefits of a well-diversified, and continually balanced portfolio," said Bruce Seago, CEO of ShareOwner, "and with most managed solutions costing investors more than 2% per year, a savings of more than 1% per year can add significant value to an investor's portfolio value over time."

Even for do-it-yourself investors, ShareOwner has simplified the portfolio management process for index investing. ShareOwner's service is highly automated so that all contributions and dividends are automatically invested in the ETFs in the investor's portfolio. Furthermore, as the value of the portfolio's investments change, ShareOwner's system will automatically review and rebalance the portfolio to ensure that each fund remains in balance with its target allocation.

"Our automated rebalancing approach saves investors time and effort as it eliminates the need for tracking your portfolio in a spreadsheet, manually calculating adjustments and executing trades for each ETF in your portfolio," said Seago.

ShareOwner offers investors a choice of 5 different model portfolios which have been designed for long term investors that are interested in building a low cost, well diversified, portfolio of ETF investments with an appropriate asset mix for their situation, without the need to research and invest in specific stocks. Each portfolio has been carefully constructed with an assortment of best-of-breed index ETFs from multiple fund providers.

As an alternative to ShareOwner's pre-constructed model portfolios, investors also have the option to customize and create their own portfolio with different asset classes, ETFs and target weightings.

About Canadian ShareOwner Investments Inc. (www.shareowner.com)
Canadian ShareOwner Investments Inc., headquartered in Toronto, provides Canadian online investors with an easy and affordable way to build a well-diversified portfolio of high quality dividend growth stocks. Since 1987, ShareOwner has been providing software, tools and research to help investors learn how to identify and select stocks that can deliver superior price and dividend returns over the long term. ShareOwner provides full dividend reinvestment plans including fractional shares for more than 500 Canadian and US Stocks and ETFs.

Canadian ShareOwner Investments Inc. a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Canadian ShareOwner Investments provides Order-Execution Only Accounts and does not provide investment advice or recommendations and investors are responsible for their own investment decisions.

This article was originally published here


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Investing products and services are provided by Canadian ShareOwner Investments Inc. a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Canadian ShareOwner Investments provides Order-Execution Only Accounts and does not provide investment advice or recommendations and investors are responsible for their own investment decisions. By accessing this web site you agree to the Terms of Use in the Legal section

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