Account Management

McLean Budden offers asset management services through both separate account and commingled fund vehicles. Commingled funds are available for clients to benefit from the economies of scale by lowering management and administrative costs through the pooling of assets.


A segregated account provides a client with the utmost in flexibility. Their portfolio can be customized to meet specific needs, as set out in an Investment Policy Statement mutually agreed upon with their investment manager. Such mandates are invested in individual securities which allow the client to exclude companies and/or industries that they deem at odds with their needs or interests. This type of discretionary control can be a significant attraction to some investors. Clients with specific tax concerns may also prefer the latitude provided by a segregated account.

 

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Contact Us

For all general inquiries, please contact us any time at

+1 773 866 9210

connect@mcleanbudden.com

If you would like to contact a particular office please click here.

 

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McLean Budden is registered with the Ontario Securities Commission in Canada and the SEC in the United States.