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At the heart of any investment advice that we offer to our clients is the construction of an appropriate portfolio of funds. A portfolio of funds provides you with diversified exposure to a wide range of investment markets, thereby helping to spread risk. This strategy is particularly attractive to private investors, as it provides a cost-effective means of investing across a number of markets and thus achieving a well-balanced portfolio.
The portfolio is constructed from unit trusts, Open-ended Investment Companies (OEICS) and investment trusts, all of which are carefully researched to ensure that they meet the criteria for inclusion in the preferred range. Tax efficient plans, such as Individual Savings Accounts (ISAs) can be included if appropriate. Once selected, the funds are regularly monitored by our research team so that we can recommend appropriate changes to maintain the correct balance within the client's portfolio.
We take an individual view for each client, so a portfolio is designed to suit your investment objectives, time horizon and attitude to investment risk.
There are a number of companies who offer a bespoke discretionary managed portfolio service and we will recommend them in appropriate circumstances.
Please contact us to arrange a meeting if
you wish to discuss your investment requirements.
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