Bespoke Investment Portfolios

Our portfolios are bespoke to your firm and are not like the ‘off the shelf’ models available from some life companies and platform operators.  They are designed to fit in with your existing fact find and risk profiling processes.  This means that we will develop a portfolio to fit each risk classification taking account of how client risk is assessed and your definition of each category.

The portfolios are continually monitored and we provide formal reviews of the portfolios at quarterly intervals with the caveat that we could change this in between if special circumstances were to dictate.

These portfolios can then be used both for new investment and as the benchmark against which to review existing portfolios.  Download our short Guide to Bespoke Portfolios - Guide to Bespoke Portfolios