Consolidated Portfolios

​Benefits of having a consolidated investment portfolio

Lyfords uses a number of custodial wrap accounts. The wrap account recommended is dependent on the investors goals and objectives. 

• Consolidated annual income tax summaries are prepared as part of our service*
• Independent custodian to provide security of clients funds.
• You have the ability to view your portfolio at any time over the Internet (security is 126 bit encryption)
• You provide us with a limited power of attorney which enables us to transact on your behalf. This results in faster implementation of our recommendations through email confirmations. No signing of individual applications is required
• Six monthly reporting of your investments
• Single consolidated reporting brings all your investments together
• Fees are transparent. There are no hidden costs

On-line access is via a login to a web portal.