For most people, building wealth does not come easy, but by a lot of hard work and determination. Databank Wealth Management specializes in helping you acquire more wealth using what you already have. As a Databank Wealth Management client, you have the luxury of choice. Our team can build a customized portfolio to suit your unique investment needs, or recommend a managed portfolio that is right for you. You will also enjoy access to a dedicated fund manager and relationship manager. Databank Wealth Management delivers the enhanced investment experience you deserve.
Customized Portfolio: Designed for our Private Wealth Management clients, you will enjoy customized asset allocation, daily valuation of your portfolio quarterly reporting and visits. There are three packages to choose from (silver, gold, and platinum), depending on your initial investment amount. Depending on your investment amount you may be placed in either an individually managed portfolio or a pooled portfolio.