We offer two different service propositions as described below, which we call the Portfolio Management Service and the Investment Management Service.
Portfolio Management Service.
This service aims to provide clients with their desired investment objective, such as a combination of income and growth, by creating a portfolio of conventional investment funds.
Our recommendations to Clients are based on a range of model portfolios that we have developed using our research capabilities. These models are intended to be a guide to the most appropriate portfolio for a specific client, based on investment objective and attitude to investment risk.
Actual investment recommendations will take other factors into account. The model portfolios allow portfolios to be created and then reviewed within the framework of the appropriate model.
Investment Management Service
This service is aimed at clients who are concerned about the volatility associated with investment in the stock market, but wish to obtain higher returns than are generally available from cash deposits.
We have developed three strategies centred on the preservation of capital during difficult market conditions, each with slightly different risk/return characteristics. These strategies may not be appropriate for investors looking for maximum exposure to equity markets, and who are prepared to accept a higher level of risk and volatility.
We would not expect these strategies to keep pace with the markets during periods of strongly rising share prices, but we would expect the investments within these strategies to be able to avoid the substantial falls that can occur with conventional investments. Investors in this service must be prepared to invest in funds that use financial derivatives.
To find out more about our Investment Management services please contact us.
