Our unique combination of financial and legal services…
They respond to client demand by allowing us to offer a risk-mapped solution, while adopting a whole-of-index approach helps to keep the costs low.
Our Passive Portfolios are risk-mapped and comprise unit trusts and open-ended investment companies that are all passive trackers.
They are available on various platforms through an adviser only.
For more information on our Passive Portfolios, please contact us.
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
Get a bespoke review and advice on your existing investment strategy.
Our portfolio review service is an independent evaluation of the investment strategy and performance of your current investment manager after costs, and how this compares to the industry generally.