We offer a range of investment management services to individuals, companies, pension funds and charities. We work closely with all of our clients to ensure that, prior to making any investments, there is a clearly defined investment objective and acceptable level of risk established. We offer three distinct services:
1. Investment Advisory Services:
This is where we advise you on a range of investments to create your portfolio, but you provide the final approval allowing us to make the investments on your behalf. This is distinct from the two services above where you delegate the decision-making on the underlying investments.
We also help our private clients to consolidate all of their investments, providing them with a greater level of clarity. Whether they are within a general investment account, ISAs, Investment Bonds, pensions or collective investment schemes, our investment advisory services can bring them all together ‘under one roof’ enabling you to keep track of your finances at all times.
2. Managed Portfolio Service (MPS):
This is a range of carefully and professionally managed investment portfolios spanning five risk levels and three core objectives. The portfolios are built around core holdings with satellite tactical investments aiming to take advantage of shorter term opportunities.
3. Bespoke Investment Service (BIS):
This is for those clients that require a more targeted investment solution and would like to delegate the investment decisions. You may have more complex requirements, very specific objectives, or a large portfolio requiring additional care and attention. With your requirements at the forefront of the portfolio’s construction, we select the best asset allocation. We then choose specific investments from our researched and pre-approved panel of investment funds to create your bespoke portfolio. We may look outside of our investment panel if we feel that specific opportunities exist at the time of investment. The portfolio is then monitored on an ongoing basis with investment changes and rebalances taking place whenever the investment team feel is most appropriate.
Past performance is not a guide to future returns and the value of investments can fall as well as rise. You may get back less than you originally invested.
To discuss our investment management services further then please contact us using the details here or call our Exeter office on 01392 432431 or our London office on 0203 8239059.