Portfolio Management

When starting a portfolio with Birdsall Wealth Management Group, you gain access to a broad range of investment opportunities. From new issues of stocks, bonds, preferred shares, and convertible debentures, to discretionary account management and access to institutional pension managers, we give you the guidance and the options to build the future you want.

We recognize that situations change, so we are always monitoring and ready to make changes and rebalances when you need them. Because trust is paramount to us and we are proud of our work, we send regular performance reports that are easy to understand and let you know exactly how your investments are doing. With full transparency of costs, we want you to see the big picture.