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Investment management

Model Portfolio
Service.

We have been successfully managing volatility and risk adjusted model portfolios for Financial Planners on platforms since June 2010. This discretionary managed service allows you to outsource your investment management whilst still retaining client ownership.

Range of platforms.

Our risk rated three to eight and the two income Model Portfolios have attained risk profile ratings from Distribution Technology.

We recognise the need to provide Financial Planners with a range of platforms to access this service so we have partnered with some of the UK’s award winning platforms, listed below.

Ascentric
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Standard Life
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Transact
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