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The Story!

Portfolio4less.com is the alternative for discriminating investors who are tired of paying too much commission for substandard investment advice.

"Because intelligent investing shouldn't cost you a fortune"

Welcome to the future of investing in Canada. As a client of portfolio4less.com, you will find the independent research and easy-to-use tools you need to compare and select a mutual fund investment portfolio on your own. Whether you need extensive guidance building an investment portfolio, or simply the best opportunity to implement your own investment choices, portfolio4less.com will meet your needs. And the commissions will stay in your pocket.

How involved do you want to be in the selection of your portfolio?

At portfolio4less.com, you're in the driver's seat! The flexibility of our Perpetual Portfolio Management Service allows you to choose the right level of service for the daily management of your portfolio - all without commissions diminishing your returns:

Financial Investment Advice - Investment Portfolio Management
1. For the novice or inexperienced investor: In this scenario, you can take our questionnaire, which will prompt you through a series of simple questions. The results will provide you with a recommendation of one of our portfolios based upon your personal investment goals and tolerance to risk.
Financial Investment Advice - Investment Portfolio Management
2. For the investor looking for a second opinion: This option is designed for an investor with a current investment portfolio. Here you can enter your investments and compare your portfolio. The result will give you a detailed report comparing the performance, cost and risk of your current investment plan to one of our portfolio4less.com portfolios.
Financial Investment Advice - Investment Portfolio Management
3. For the experienced investor who is self-reliant: If you have already done your homework, you can use our site to invest and pay yourself the commission! This option gives you the freedom to make your own choice and still invest with us commission free.

At portfolio4less.com, we strongly believe that you will get the most efficient portfolio available anywhere in Canada. We can beat the competition on both cost and performance and, in fact, we challenge you to find a better option.

Background

The genesis of portfolio4less.com came from a firsthand understanding of what is wrong with the mutual fund and brokerage industries in Canada. In an attempt to provide a fresh alternative to high priced brokers and questionable advice with no cost and, in most cases, no fees at all.

The recommendations of portfolio4less are based on the principals of Modern Portfolio Theory, not on market timing, or speculation. We have access to the widest range of fund managers in Canada and no proprietary investments. Our portfolios are created based purely on unbiased research. Portfolio4less.com is not tied to a bank or any fund company, and has no reason to suggest on reinvestment over another other than pure performance.

Opening an account

Testimonials:

...Your product is awesome and beats any built-in company portfolio...click here to read more!

Once you open an account with portfolio4les.com, you will have 24/7 access to your account(s) online. And, if you choose one of our portfolios, your account(s) will be monitored daily for such things as performance, style-drift and risk. We will change managers in a portfolio on an as needed basis that will not generate any commissions or transaction costs to you.

Additionally, with your authorization, of course, we automatically rebalance your portfolio to take advantage of market fluctuations. Rebalancing helps take the guess work out of investing and allows you to reduce risk and increase returns over a full market cycle. Our goal is to make your online investing experience one of ease and convenience.

Financial Investment Advice - Investment Portfolio ManagementBrowse the site

We are excited to welcome you to our website and encourage you to browse through our pages at your leisure. When you compare, we think you'll agree that portfolio4less.com offers the best service package in the industry at the lowest cost.

If you have any questions or concerns, please feel free to contact us. We are always just one click away and welcome your feedback.

 
 

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