This website uses cookies and similar technologies to collect information from you for analytics purposes and to present personalized content or ads to you (Optional Cookies). By clicking “Accept All” you consent to the use of these Optional Cookies. Click “Reject All” to decline these cookies. For more information on our use of cookies, see our CWB Online Privacy and Interest - Based Advertising | CWBank Group

  1. Home
  2. How We Serve
  3. Investment Management
  4. Multi-Manager Strategy
Aerial view of river in the rainforest

We select firms with the ability to meet our clients' objectives

The following key issues are addressed in structuring your portfolio:

  • Style of managers – growth/value, large/small cap
  • Active and/or passive management
  • Number of managers – cost/benefit analysis
  • Platform – direct management, Prosperity Pooled Funds, ETFs
  • Establish rebalancing ranges and frequency
  • Type of managers – balanced vs specialist

We construct the portfolio as per your asset mix using a multi-manager approach.

Connect with us to learn more.

Our investment strategies serve a wide spectrum of wealth levels. We consider your age, wealth level, and complexity of your situation, and more. From there, we’re able to partner you with the best advisor service that is most suited for your journey forward.