Investment Portfolios

Investment Portfolios

In today’s uncertain world it is a challenge to maximise investment returns without taking too much risk.

For investors who wish to leave investment decisions with a professional investment manager we offer a range of 10 risk adjusted “model” investment portfolios.

These model portfolios are open to investors with a minimum of £50,000 to invest. There is no maximum. They provide a great way to access properly researched fund solutions employing a strategic asset allocation. Each portfolio has its own investment objective and risk profile.

The investment portfolios aim to provide investors with sustainable returns by investing in a broad range of asset classes including equities, fixed interest securities and commercial property.

Six models operate on an advisory basis and invest in low cost ‘passive’ mutual funds for diversification. The other four models invest predominantly in ‘active’ mutual funds and are managed by a third party discretionary fund manager.

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Financial Services

Independent Financial Advice and Wealth Management Services