PERSONALISED PORTFOLIOS
Our service is a range of ready-made portfolios designed to suit a variety of risk appetites. To determine which one is right for you, your personal advisor will access you goals. More information on each portfolio’s current construction and historical performance will be given to you by your advisor.
LOW RISK PORTFOLIO
You are not comfortable with having the majority of your portfolio in higher risk investments such as equities. Capital preservation is important to you and you would like to maintain the real value of your investments against inflation. Your portfolio is likely to be more evenly balanced between equities and fixed income investments.
MODERATE RISK PORTFOLIO
You would like a significant proportion of your portfolio to be in higher risk investments and you are willing to accept a greater short term potential for losses from your overall portfolio, in order to generate potentially higher long term returns. Your portfolio may typically have a higher exposure to equities than fixed income investments and is likely to have low to moderate levels of market volatility.
HIGH RISK PORTFOLIO
You would like to have the opportunity for large scale returns and you are comfortable with having a larger proportion of your capital at risk, and accept the possibility of larger short term losses, in order to achieve your long term investment aims. Your portfolio will typically have a very high weighting towards equities and very low levels of fixed income investments. Your portfolio is likely to have moderate to high market volatility.
STRUCTURED INVESTMENT PROGRAMS
We believe everyone deserves professional financial advice, a comprehensive financial plan that can be adjusted as life unfolds and easy-to-understand financial education. As our client, you’ll get help to reach your dreams; an understanding ear that listens to your needs; and simple explanations to often-complex financial problems.
We provide you with investment strategy tools that are simple to use, but empower you with sophisticated financial advice. As a Registered Investment Advisory firm, we serve as your fiduciary, which means we act in your best interests. You’ll get a custom portfolio tailored to your individual financial needs and goals.
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