Newhaven offers separately managed accounts to all of its clients, regardless of the size of the account.
Under a separate account arrangement, the client holds an account at a qualified institution (see the custodians our client use currently) and authorizes Newhaven Asset Management Inc. to manage the account.
Separate accounts are distinct from pooled funds or mutual funds, where client assets are pooled and managed collectively, with each client owning units of the fund.
Separate accounts provide transparency to the client and allow the portfolio manager to make specific investment decisions that are related to the client’s unique circumstances. Separate accounts can also enable the portfolio manager in consultation with the client to defer or realize capital gains and losses to help mitigate the impact of taxes.
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