What we offer

The boxes below summarise everything that is included in the service we provide, including support with platform selection should you need it:

Risk Profiling Guide

For you to use with your clients, white labelled to your firm’s brand and tailored to your favoured Risk Profile questionnaire.

Risk Profile Report Template

Report template for you to use with your clients, white labelled to your firm’s brand and tailored to your favoured Risk Profile questionnaire.

Investment Process Guide

Our guide for you to use with your clients, detailing everything your client could possibly want to know about our Managed Portfolio Service. And probably more.

Discretionary Portfolio Management

11 Risk rated model portfolios managed on a discretionary basis, available across most platforms.

Monthly Portfolio Fact sheets and Quarterly Market Outlook

For you to use with your clients to keep them regularly informed on the construction of their portfolio and our views on the economic landscape, and our current tactical outlook.