How do the InvestSMART Professionally Managed Accounts work
What portfolio should I invest in?
You should read the PMA target market determination to see the target market for each portfolio. In addition to this, InvestSMART has several tools and guides to help you select the right portfolio.
You will notice a common thread throughout the guides, the investment time frame. We recommend investors look at the suggested time frame associated with each portfolio to see if it aligns with their investment goal.
Here is a list of tools and guides to help select the right portfolio:
- InvestSMART's statement of advice
- Our Statement of Advice will provide you with an Investment Plan detailing a number of steps for you to implement in stages to achieve your financial goal.
- InvestSMART's guide to growing your wealth
- InvestSMART's guide to investing in retirement
- InvestSMART's investor pack
Calculators
- Wealth savings calculator
- Saving to buy a property calculator
- Saving for kids education calculator
- Saving for retirement calculator
Additionally, we have InvestSMART Bootcamp, which is a comprehensive investment course designed to get you started on the right foot.