Investment Management
Portfolios that are watched, not just built
The plan you sign is a snapshot. Markets move, contributions change and life reorganizes itself. Active oversight is the ongoing work of keeping the portfolio aligned with the plan behind it.
What oversight means here
The ongoing work
Monitoring
Positions, allocations and account values reviewed on a set schedule rather than when something goes wrong.
- Allocation drift
- Concentration checks
- Cash balances
Rebalancing
Bringing the mix back to target when drift becomes meaningful, using contributions and withdrawals where possible.
- Target bands
- Tax-aware trades
- Contribution direction
Manager and fund review
Underlying funds and managers assessed against mandate and peers — changed when the reason for holding them stops applying.
- Mandate fit
- Cost review
- Replacement analysis
Review meetings
A documented cadence with a written summary, so you know what changed and why.
- Scheduled reviews
- Written summaries
- Plan re-check
Active oversight is not constant trading
We are not trying to time markets. Oversight means someone is responsible for noticing when the portfolio no longer matches the plan — a changed timeline, a new income, an allocation that has drifted, a fund that no longer earns its place — and for acting on it deliberately.
Between reviews, your accounts and balances stay visible in Wealth View, so nothing about the position is a mystery until the next meeting.
Get a second look at your portfolio
We will show you the current allocation, the cost and where it has drifted from the plan.
Investco Financial is licensed in British Columbia and Alberta for insurance and related financial services. Information on this page is general in nature and is not individual advice. Coverage, eligibility and tax outcomes depend on your own circumstances and the terms of the contracts issued.