An investment account is fully managed by Cowan Asset Management on behalf of each client. Within these accounts, a mix of individual securities and the Cowan Asset Management funds are held, depending on clients' investment needs. Each client's needs are formalized in an Investment Policy Statement based on his or her unique profile. The Investment Policy Statement then forms the mandate for Cowan Asset Management to make investment decisions within a client account. The Investment Policy Statement is reviewed regularly with a client to ensure that investment decisions continue to align with his or her requirements.
Regardless of the specific securities held within an account, clients can be assured that Cowan Asset Management will apply the same rational, independent thought process to the evaluation of all potential investments.