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
"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.
SOURCE: Canadian ShareOwner Investments Inc.
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