Investment Model Portfolios for Adviser Firms

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Our Products

Our range of Investment Model Portfolios were originally developed for independent advisers, and now hold over £440 million of funds under management*. We are independent and whole-of-market to ensure we are not missing opportunities. Our portfolios are available on a range of platforms, at a competitive cost.

We offer a range of risk-adjusted Investment Model Portfolios to suit a variety of clients. These include Whole-of-Market, Passive, Ethical, Income and Target Return.

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For more information, get in touch with our team who will be happy to help.

*Data correct at 31st Dec 2017