We offer a specialist service for investment portfolio construction and management.
We will tailor make an investment portfolio for you, based on your investor risk profile and what you would like to achieve.
We do not have any alignment or affiliation with any investment company and we have access to a significant range of investments. It is all about giving the best advice for you.
We do not run a trust account, so your money is placed directly with the investment company or on an independent custodial platform, to provide you with security and peace of mind.
We also have the ability to construct ethical investment portfolios, based on environmental, socially responsible and good corporate governance filters for clients who wish to apply their personal beliefs and philosophies to their investments.
Your investment adviser should be able to articulate their professional investment philosophy to you, relating to how they construct your investment portfolio. With that in mind, you might like to read Janet Natta’s Investment Philosophy.