New index-tracking portfolios add more choice to MD’s low-cost digital investing suite
MD Financial Management announces the launch of MD Precision Index Portfolios™, a new low-cost index-tracking solution available exclusively through MD ExO® Direct. These new portfolios offer MD clients more choice, flexibility and customization to help meet their financial goals.
Unlike most passive investment solutions, MD Precision Index Portfolios offer real-time adjustments to meet changing market conditions. Combined with comprehensive support from MD’s specialized advisory team, the new portfolios are a lower-cost solution* for clients who prefer index-tracking investments.
“At MD, we pride ourselves on delivering industry-leading value by providing physician-focused advice and comprehensive investment solutions, at fees below industry averages,” said Craig Maddock, Senior Portfolio Manager and Vice President Investment Management at MD. “The introduction of MD Precision Index Portfolios allows us to combine our expertise in portfolio construction and tactical asset allocation with low-cost index-tracking pools and ETFs, to offer our clients more choice with their investments.”
Offering diversified investment exposure, automatic rebalancing and lower costs*, the new portfolios are in addition to existing active MD Precision Portfolios™ available in MD ExO Direct.
The new portfolios are:
- MD Precision Conservative Index Portfolio™
- MD Precision Moderate Balanced Index Portfolio™
- MD Precision Balanced Growth Index Portfolio™
- MD Precision Maximum Growth Index Portfolio™
For more information about MD Precision Index Portfolios, contact your MD Advisor, email the MD ExO Direct advisory team at firstname.lastname@example.org or call them at 1 800 267-2332 (press 4 when prompted), Monday to Friday, 8 a.m. to 8 p.m. ET.
About MD Financial Management Inc.
With 50 years of physician-focused experience, MD has one main goal: to help Canada’s physicians achieve financial well-being.
MD has more than $49 billion in assets under administration and is dedicated to serving Canada’s physicians and their families. MD provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies. For a detailed list of these companies, visit md.ca.
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*MD ExO® Direct offers Series F2 MD Precision Portfolios™, which have lower fees compared with Series A MD Precision Portfolios.