Investment Model Portfolios for Adviser Firms

+44 (0) 1954 234383


Working With You

Your time is valuable, and we aim to give you a solution that enables you to work efficiently, at a cost that is acceptable to your clients.

To support your goals, we have put together a simple process to give you security of knowing that our portfolios are right for you.

  1. Initial meeting: we will arrange a meeting with you at your convenience. This will be your opportunity to find out more about us, and how we manage our portfolios.
  2. Due Diligence: you have to be certain that we are right for you, and your clients, and we will do everything we can to help you gather that information quickly and easily.
  3. Forming an agreement: when you’re happy to proceed, we will send you an agreement to review and sign.
  4. Investing: we will set up access to our portfolios, enabling you to decide which of our portfolios best suit the risk profiles and investment goals of your clients.
  5. Support: to aid you in making recommendations to clients we will keep you updated with our quarterly factsheets and Investment Market Review & Outlook enabling you to stay informed on both the market and our response to any changes.

We will have no direct relationship with your clients, though our Investment Model Portfolios do come with a range of client-friendly supporting materials to help you to keep them informed.

Our portfolios are available on a range of platforms that provide online access for clients and advisers to view performance and access reports when they choose.

Contact us now to arrange a meeting with our investment team.