As part of an independent investment specialist with a heritage dating back over 25 years, we bring significant experience and expertise. Our first managed portfolio service launched in 2018 and we have since become well established in the outsourcing space.
CLEAR INVESTMENT OBJECTIVES
In order that you can properly evaluate outcomes for your clients, we focus on delivering returns targeted at beating inflation by a stated minimum over any rolling five-year period. This provides assurance that your clients can clearly understand how the portfolios relate to their objectives.