Picking the right funds
It's your money!
Picking the right funds is not just what investment management is about. Although stock or fund picking is a key factor, the science extends into many other areas that we can assist you with. If you are considering investing or want to review your current position, our approach takes in four main criteria.
- Does your portfolio meet your income and/or capital growth requirements?
- Are you paying too much tax on your income?
- Does your portfolio meet your risk-reward profile?
- Do you require the need for choice on the ethical stance of your portfolio?
Planning your portfolio to combine all of these parameters and others is of utmost importance. We endeavour to match your objectives with our experience of designing a portfolio that will match your medium- to long-term plans while minimising your tax liabilities.
We can help you avoid the many obstacles investors run into when creating a bespoke portfolio. To discuss your own specific requirements or if you require any further information about our services, please e-mail or contact us.
Levels and bases of, and reliefs from, taxation are subject to change.
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