This is an option that Smith & Pinching Financial Services Ltd offers to clients who have specific ideas about how they want their money to be invested and want an investment portfolio that is tailored individually to them.
Working with one of our consultants, a client can select, for example, the following:
- Individual funds
- Sector weightings
- Overall risk profile
- Dealing activity frequency
- Reporting frequency
Within the client's specifications, we take responsibility for ensuring that the portfolio provides exposure to suitable companies and fund managers as identified by our investment committee.
Bespoke portfolios can be administered via our wrap of choice, Nucleus.
Clearly, this service requires considerable input from both client and consultant. Apart from the actual construction of the portfolio, it is necessary to arrange meetings at which progress and possible changes must be discussed. The extra work incurs an additional cost, but this will be agreed at outset.
We are confident in our expertise to guide you through the process of portfolio construction. We have thorough knowledge of the various stock markets and extensive experience of devising investment strategies that balance risk and return and offer tailored solutions to clients. The investment committee meets monthly and is capable of identifying quality funds and fund managers, together with sectors, companies and locations that offer potential for growth and income.
The value of your investment can fall as well as rise and you may not get back the full amount invested.
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